Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predicts

Financial ADVSR advisor directory · SEC adviser records

Firstrust financial advisors in Daytona Beach, FL

Every SEC-registered investment adviser representative at a Firstrust office in Daytona Beach, A to Z.

5 registered advisors work at Firstrust in Daytona Beach, out of 5 at the firm nationwide; it ranks number 5 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Firstrust advisors in Daytona Beach, A to Z

Every Firstrust advisor →

Firstrust advisors in every city and state →Firstrust: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Daytona Beach

All Daytona Beach advisors →

Ameriprise Financial Services, LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 12Wells Fargo Clearing Services, LLC 12Stifel, Nicolaus & Company, Incorporated 10Keyes, Stange & Wooten Wealth Management, LLC 5M Holdings Securities, Inc. 4Raymond James & Associates, Inc. 4Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Firstrust have in Daytona Beach?

5 investment adviser representatives are registered at Firstrust offices in Daytona Beach, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Firstrust one of the largest advisor employers in Daytona Beach?

Firstrust ranks number 5 in Daytona Beach by registered advisors; Ameriprise Financial Services, LLC has the most, with 16.

How do I check a Firstrust advisor in Daytona Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Firstrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.