FIDUCIARY FIRST, LLC of MAITLAND, FL is an SEC-registered investment adviser (CRD 150330). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Pensions.
| Name | Role | Location |
|---|---|---|
| Edward George O'Malley | DIRECTOR | New York, NY |
| Brett Ronald Schneider | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| Veronica Ei Chun Moo | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| Carl Edward Nelson | PRESIDENT - WEALTHSPIRE | — |
| Michael Edmond Goss | DIRECTOR - WEALTHSPIRE | — |
| Robert Jay Hilzenrath | DIRECTOR - WEALTHSPIRE | — |
| Joel Barry Shapiro | PRESIDENT; PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Hannah Rose Dowling | ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| Brian J Yu | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | — |
| HAYES PAMELA ANN | MANAGING MEMBER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BJORDAHL BLAKE ALAN | CHIEF COMPLIANCE OFFICER | — |
| DELLAVEDOVA NICHOLAS DOMINIC | PRESIDENT | — |
| EPSTEIN DAVID MICHAEL | VICE PRESIDENT, TREASURER | — |
| SCHNEIDER BRETT RONALD | DIRECTOR; MANAGER | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| FALLER DONALD MARK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| SHAPIRO JOEL BARRY | PRESIDENT | — |
| O'MALLEY EDWARD GEORGE | DIRECTOR; MANAGER | — |
| SPRADLEY SUZANNE F | VICE PRESIDENT | — |
| MOO VERONICA EI CHUN | DIRECTOR; MANAGER, VICE PRESIDENT, SECRETARY | — |
| Dowling Hannah | ASSISTANT VICE PRESIDENT | — |
| YU BRIAN J | CHIEF COMPLIANCE OFFICER | — |
| DOWLING HANNAH ROSE | ASSISTANT VICE PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ALISO VIEJO | CA | 1 | 9498607575 |