Firstrust

Firstrust (CRD# 111800) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $188,000,000 in 124 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    188
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $1,516,129
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 - 6 of 6 top financial advisors.
1
Daniel L. Brownsberger
CRD#: 1890737
113 Executive Circle, Daytona Beach, FL 32114

Daniel Brownsberger (CRD# 1890737) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 24 years of experience in the finance industry.

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

Christopher Cannon (CRD# 2285237) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 29 years of experience in the finance industry.

3
William J. Kearney
CRD#: 2495855
113 Executive Circle, Daytona Beach, FL 32114

William Kearney (CRD# 2495855) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 27 years of experience in the finance industry.

4
Michael T. Koenig
CRD#: 3038255
113 Executive Circle, Daytona Beach, FL 32114

Michael Koenig (CRD# 3038255) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 24 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.

5
Elayne H. Pisarik
CRD#: 2472480
113 Executive Circle, Daytona Beach, FL 32114

Elayne Pisarik (CRD# 2472480) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 24 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.

6
Brian A. Sirota
CRD#: 6084705
113 Executive Cir., Daytona Beach, FL 32114

Brian Sirota (CRD# 6084705) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 9 years of experience in the finance industry. Brian Sirota 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.

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