# FIDUCIARY FIRST, LLC

FIDUCIARY FIRST, LLC of MAITLAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150330
- Type: SEC-registered investment adviser
- SEC file number: 801-72234
- Location: 1060 MAITLAND CENTER COMMONS, SUITE 360, MAITLAND, FL, 32751
- Phone: 407.740.6111
- Latest filing: 2026-03-26
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Clients: 7
- Accounts: 42

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Pensions

## Officers, owners & control persons (24)

| 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 | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALISO VIEJO | CA | 1 | 9498607575 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150330/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150330/similar
- Related entities: https://search.stillhousedata.com/firm/150330/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150330

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.