Firstrust

Firstrust (CRD# 111800) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $163,000,000 in 115 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $1,417,391
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

FL, GA, TX

Financial Advisors at Firstrust
Showing 1 - 7 of 7 top financial advisors.
1
Michael Sava
CRD#: 2355134
3340 Peachtree Rd. N.e., #580, Atlanta, GA 30326
103
Wealthminder
score

Mr. Sava has advanced experience and educational credentials as a Financial Advisor, including a certification as a Fiduciary Auditor.  He serves today as a Private Wealth Manager for FirsTrust clientele in Atlanta, GA.

2
Christopher W. Cannon
CRD#: 2285237
113 Executive Circle, Daytona Beach, FL 32114
96
Wealthminder
score

Christopher Cannon (CRD# 2285237) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 25 years of experience in the finance industry.

3
Michael T. Koenig
CRD#: 3038255
3340 Peachtree Rd. N.e., #580, Atlanta, GA 30326
96
Wealthminder
score

Michael Koenig (CRD# 3038255) is an Investment Advisor Representative working at Firstrust in Atlanta, GA and has over 19 years of experience in the finance industry. Michael Koenig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Elayne H. Pisarik
CRD#: 2472480
113 Executive Circle, Daytona Beach, FL 32114
96
Wealthminder
score

Elayne Pisarik (CRD# 2472480) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 20 years of experience in the finance industry. Elayne Pisarik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Daniel L. Brownsberger
CRD#: 1890737
113 Executive Circle, Daytona Beach, FL 32114
93
Wealthminder
score

Daniel Brownsberger (CRD# 1890737) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 20 years of experience in the finance industry.

6
William J. Kearney
CRD#: 2495855
113 Executive Circle, Daytona Beach, FL 32114
93
Wealthminder
score

William Kearney (CRD# 2495855) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 23 years of experience in the finance industry.

7
David J. Nestrick
CRD#: 4060203
113 Executive Circle, Daytona Beach, FL 32114
83
Wealthminder
score

David Nestrick (CRD# 4060203) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL 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.