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1ST DISCOUNT BROKERAGE, INC.
1ST DISCOUNT BROKERAGE, INC.
WELLINGTON, Florida
·
4 registered advisors
·
CRD# 39164
SEC# 801-68364
561-515-3200
01
Firm Overview
AUM
$17M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: TICKET CHARGES
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at 1ST DISCOUNT BROKERAGE, INC.
4 registered advisors
Aileen M Gallagher
WELLINGTON, Florida
CRD# 4606132
Donald Brent Jr Phillips
WELLINGTON, Florida
CRD# 1039964
Robert Steve Jr Kohany
WELLINGTON, Florida
CRD# 2225169
William Harold Jr Corley
WELLINGTON, Florida
CRD# 1321008
05
Office Locations
WELLINGTON, Florida
4 advisors
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Data sourced from SEC Form ADV filings. 1ST DISCOUNT BROKERAGE, INC. (CRD# 39164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.