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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-1998
- Office Locations
- 1
Office Locations
About Firstrust
FirsTrust is a Florida-based, fee-only fiduciary wealth management firm providing comprehensive financial and retirement planning, customized investment management, trust & estate and strategic tax planning, and family office services. The firm is 100% employee-owned, takes no commissions, and emphasizes a team-of-specialists approach with deep advisor experience.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER WOOD CANNON
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2285237
- Ownership
- 25% but less than 50%
WILLIAM JAMES KEARNEY JR
President
- CRD
- #2495855
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ELAYNE HAYES PISARIK
Senior Financial Advisor
- CRD
- #2472480
BRIAN ALAN SIROTA
Wealth Manager
- CRD
- #6084705
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,000,000 | $1,957,265 |
| Non-Discretionary | $21,000,000 | $1,909,091 |
| Total | $250,000,000 | $1,953,125 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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