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George Rohloff

1st Discount Brokerage, INC.
30 Years of Experience
Lake Worth, FL
Broker
View SEC Summary
View SEC Summary

George Rohloff is a registered investment advisor at 1st Discount Brokerage, INC., based in Lake Worth, FL, with 30 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 219 clients with $130M in assets under management.

1st Discount Brokerage, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
219 clients
Average Client Portfolio
$600K average
Assets Under Management
$131.4M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of 1.00% charged quarterly in arrears based on end-of-month account balances. Fee covers advisory services, trading commissions, clearing, and execution.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8927 Hypoluxo Road, Suite A5, Lake Worth, FL, 33467

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
1st Discount Brokerage, INC.
August 2012 - Present · 14 yrs 2 mos
1st Discount Brokerage, INC.Broker
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
1st Discount Brokerage, INC.
January 2008 - June 2012 · 4 yrs 5 mos
Echotrade LLCBroker
July 2006 - March 2007 · 8 mos
Generic Trading of Philadelphia, LLCBroker
May 2006 - July 2006 · 2 mos
Worldco, L.L.C.Broker
September 2001 - October 2003 · 2 yrs 1 mo
M. H. Meyerson & CO., INC.Broker
July 1996 - September 2001 · 5 yrs 2 mos
Wall Street Equities IncorporatedBroker
July 1996 - August 1996 · 1 mo
Waterhouse Securities, INC.Broker
February 1993 - November 1994 · 1 yr 9 mos
Stratton Oakmont INC.Broker
November 1991 - October 1992 · 11 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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