Brian Sirota is a CFP, ChFC-designated registered investment advisor at Firstrust, based in Daytona Beach, FL, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 128 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Flat percentage fee ranges from 0.85% to 0.50% based on relationship size and complexity. Subject to a $15,000 annual minimum fee. Fees are negotiable.
Fee Estimator
Contact
Brian Sirota
Location
113 Executive Cir., Daytona Beach, FL, 32114
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2015Employment History
Current Registrations
Firstrust
Previous Registrations
Commonwealth Financial Network
Atlantic Wealth Partners, LLC
Liberty Partners Capital Management, LLC
Camarda Wealth Advisory Group
E*trade Capital Management, LLC
Strategic Advisers, INC.
State Registrations2 states
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
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