Claim Profile
Unclaimed Profile
AG

Aileen M Gallagher

1ST DISCOUNT BROKERAGE, INC.·WELLINGTON, Florida
SIE, Series 27, Series 99TOClean record1ST DISCOUNT BROKERAGE, INC.
420 SOUTH STATE ROAD 7, WELLINGTON, FL 33414CRD# 4606132Firm CRD# 39164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aileen M Gallagher · WELLINGTON, FL
Registration
CRD #4606132 · 1ST DISCOUNT BROKERAGE, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
1ST DISCOUNT BROKERAGE, INC.
CRD 39164 · SEC 801-68364
AUM
$17M
Regulatory assets under management
Employees
51
88 client accounts
Services offered by 1ST DISCOUNT BROKERAGE, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Aileen M

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Aileen M is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WELLINGTON?

Browse all registered financial advisors in WELLINGTON, Florida or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Aileen M Gallagher offer?
Aileen M Gallagher specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLINGTON, Florida for a consultation.
What are Aileen M Gallagher's credentials?
Aileen M Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aileen M Gallagher located?
Aileen M Gallagher is based in WELLINGTON, Florida, working with 1ST DISCOUNT BROKERAGE, INC.. Their office serves clients in the WELLINGTON metropolitan area and surrounding communities.
How does Aileen M Gallagher charge for services?
Aileen M Gallagher's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: ticket charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1ST DISCOUNT BROKERAGE, INC.?
1ST DISCOUNT BROKERAGE, INC. has approximately 51 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →