Firstrust
Firstrust (CRD# 111800) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $208,500,000 in 138 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management209MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$1,510,870
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, GA, TX
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.
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.
Michael Koenig (CRD# 3038255) is an Investment Advisor Representative working at Firstrust in Atlanta, GA and has over 20 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.
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.
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.
James Johnson (CRD# 1440638) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 3 years of experience in the finance industry.
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.
Maria Mancheno Norin (CRD# 2907342) is an Investment Advisor Representative working at Firstrust in Atlanta, GA and has over 16 years of experience in the finance industry.
James D'amico (CRD# 3142301) is an Investment Advisor Representative working at Firstrust in Atlanta, GA and has over 19 years of experience in the finance industry.
David Nestrick (CRD# 4060203) is an Investment Advisor Representative working at Firstrust in Daytona Beach, FL and has over 18 years of experience in the finance industry.