1ST DISCOUNT BROKERAGE, INC.
Firm details
- Headquarters
- LAKE WORTH, Florida
- CRD number
- 39164
- Registered since
- June 12, 2025
- Website
- www.1db.com
- Custodians
- APEX CLEARING CORPORATION, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.77%
- Individuals7.3%
- Corporations / Businesses1.43%
- Charitable Organizations1.17%
- Pension & Profit Sharing Plans0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
1st Discount Brokerage, Inc. is a corporate broker-dealer that also operates as an insurance broker-dealer and a qualified custodian. The firm presents itself as both a capital allocator and a financial intermediary serving individual/family and institutional clients. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Advisory services extend across financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. The firm identifies as an active ESG investor and maintains industry affiliations spanning broker-dealer, other investment adviser, accounting and insurance company relationships. SEC registration is listed as 2025.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2WILLIAM CORLEY
Founder & Chief Exceutive OfficerCRD 1321008
AILEEN GALLAGHER
Chief Financial OfficerCRD 4606132
Contacts
3 of 12NED PASCUCCI
Financial AdvisorCRD 2650614
JEFFREY BOGOSIAN
Registered RepresentativeCRD 2257321
DANIEL CARNEVAL
Registered RepresentativeCRD 1179039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE WORTH, FL
PALM BEACH
Location
LAKE WORTH, FL
Headquartered in LAKE WORTH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 8927 Hypoluxo Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DMK ADVISOR GROUP, INC.
Broker-DealerLUTZ, FL
JAMES I. BLACK & COMPANY
Broker-DealerLAKELAND, FL
AMUNI FINANCIAL, INC.
Broker-DealerST PETERSBURG, FL
AKAR CAPITAL MANAGEMENT, INC.
Broker-DealerPLANTATION, FL
LATIN SECURITIES INC
Broker-DealerMIAMI, FL
ITAU INTERNATIONAL SECURITIES INC.
Broker-DealerMIAMI, FL