1 St Discount Brokerage, Inc.

Updated today

Find your advisor

Client assets under management

$127,548,938

Clients

216

38% high-net worth

Advisors

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$590,504

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Digital advisory service

Main office location

1 St Discount Brokerage, Inc.

8927 Hypoluxo Road, Suite A5

Lake Worth FL 33467, United States

Number of offices

Most active in

Arkansas · California · Florida · Massachusetts · Minnesota · New Jersey · Pennsylvania · Rhode Island · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 561-515-3200

Advisors at this firm

Nicky D

Series 66

Lake Worth, FL

1 St Discount Brokerage, Inc.

Ned P

Series 63, Series 66

Providence, RI

1 St Discount Brokerage, Inc.

John M

Series 63

Half Moon Bay, CA

1 St Discount Brokerage, Inc.

Ebba G

Series 66

Lake Worth, FL

1 St Discount Brokerage, Inc.

Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jeffrey B

Series 63, Series 65

Providence, RI

1 St Discount Brokerage, Inc.

William C

Series 63, Series 65

Lake Worth, FL

1 St Discount Brokerage, Inc.

George R

Series 63, Series 66

Lake Worth, FL

1 St Discount Brokerage, Inc.

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support