Claim Profile
AG

Aileen M Gallagher

1ST DISCOUNT BROKERAGE, INC.·WELLINGTON, Florida
Unclaimed Profile
420 SOUTH STATE ROAD 7, WELLINGTON, FL 33414CRD# 4606132Firm CRD# 39164
01

About

Aileen M Gallagher is a registered financial advisor based in WELLINGTON, Florida, affiliated with 1ST DISCOUNT BROKERAGE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
1ST DISCOUNT BROKERAGE, INC.
1ST DISCOUNT BROKERAGE, INC.
AUM
$17M
Regulatory assets under management
Employees
51
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: TICKET CHARGES
Regulatory
SEC/IARD CRD# 4606132
Firm CRD# 39164
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WELLINGTON?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 →
Browse by specialty