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Michael T Koenig

Firstrust

Daytona Beach, FL

CRD 3038255

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Employer firm

Firstrust CRD 111800

$250M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Firstrust

113 Executive Cir., Daytona Beach, FL 32114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-09
GA RA APPROVED 2015-11-05
  • FL RA
    APPROVED
    Since 2025-01-09
  • GA RA
    APPROVED
    Since 2015-11-05

Branch Locations

113 Executive Circle, Daytona Beach, FL 32114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Firstrust Daytona Beach FL 04/1999 Present
  • 04/1999 → Present
    Firstrust
    Daytona Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-24
  • S65 Uniform Investment Adviser Law Examination
    1998-03-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CHARTER ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIME CAPITAL FINANCIAL

Nearby Investors

MARK EDWARD NICHOLS
SHANNON LEE BARNWELL
JULIAN C LOPEZ

Nearby Offices

CHARTER ADVISORY SERVICES, LLC · DAYTONA BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DAYTONA BEACH, FL
PRIME CAPITAL FINANCIAL · Daytona Beach, FL

More in Daytona Beach, FL

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