First Brokerage America, LLC

First Brokerage America, LLC (CRD# 43431) is a financial advisory firm headquartered in Clayton, MO. They manage $18,173,789 in 94 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $193,338
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MO

Financial Advisors at First Brokerage America, LLC
Showing 1 - 10 of 10 top financial advisors.
1
David A. Presson
CRD#: 1237920
135 N. Meramec, Clayton, MO 63105
96
Wealthminder
score

David Presson (CRD# 1237920) is an Investment Advisor Representative working at First Brokerage America, LLC in Clayton, MO and has over 30 years of experience in the finance industry.

2
Theresa M. Probert
CRD#: 1944209
1000 Taraval Street, San Francisco, CA 94116
93
Wealthminder
score

Theresa Probert (CRD# 1944209) is an Investment Advisor Representative working at First Brokerage America, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

3
Farzaneh Yayavi
CRD#: 4666915
3304 State Street, Santa Barbara, CA 93105
93
Wealthminder
score

Farzaneh Yayavi (CRD# 4666915) is an Investment Advisor Representative working at First Brokerage America, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

4
Patrick J. Hayes
CRD#: 5902979
1 First Missouri Center, Saint Louis, MO 63141
90
Wealthminder
score

Patrick Hayes (CRD# 5902979) is an Investment Advisor Representative working at First Brokerage America, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

5
Daniel M. Sutton
CRD#: 2661448
135 N Meramec, (main Office), Clayton, MO 63105
90
Wealthminder
score

Daniel Sutton (CRD# 2661448) is an Investment Advisor Representative working at First Brokerage America, LLC in Clayton, MO and has over 22 years of experience in the finance industry.

6
Gregory W. Gobble
CRD#: 2056181
4387 N Illinois St, Swansea, IL 62226
83
Wealthminder
score

Gregory Gobble (CRD# 2056181) is an Investment Advisor Representative working at First Brokerage America, LLC in Swansea, IL and has over 27 years of experience in the finance industry.

7
Melinda D. Swartzbaugh
CRD#: 4660963
4301 Macarthur Blvd, Newport Beach, CA 92660
83
Wealthminder
score

Melinda Swartzbaugh (CRD# 4660963) is an Investment Advisor Representative working at First Brokerage America, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.

8
Yeghishe Ayvazyan
CRD#: 4602218
1644 West Redondo Beach Blvd., Gardena, CA 90247
81
Wealthminder
score

Yeghishe Ayvazyan (CRD# 4602218) is an Investment Advisor Representative working at First Brokerage America, LLC in Gardena, CA and has over 14 years of experience in the finance industry.

9
Fermin A. Mesina
CRD#: 4619199
318 4th Avenue, Chula Vista, CA 91910
81
Wealthminder
score

Fermin Mesina (CRD# 4619199) is an Investment Advisor Representative working at First Brokerage America, LLC in Chula Vista, CA and has over 14 years of experience in the finance industry.

10
Frederick A. Savel
CRD#: 1138360
135 N Meramec, (main Office), Clayton, MO 63105
81
Wealthminder
score

Frederick Savel (CRD# 1138360) is an Investment Advisor Representative working at First Brokerage America, LLC in Clayton, MO and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.