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).

Current Firm Details
113 Executive Cir., Daytona Beach, FL 32114
http://www.financialteam.com
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, financial advisor Atlanta GA
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 Cannon, financial advisor Daytona Beach FL
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 24 years of experience in the finance industry.

3
Michael Koenig, financial advisor Atlanta GA
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 Pisarik, financial advisor Daytona Beach FL
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 19 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 Brownsberger, financial advisor Daytona Beach FL
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 Kearney, financial advisor Daytona Beach FL
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 22 years of experience in the finance industry.

7
David Nestrick, financial advisor Daytona Beach FL
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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