Lake Worth, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
1 St Discount Brokerage, Inc.
Team
Firm-wide stats for 1 St Discount Brokerage, Inc.
About
1st Discount Brokerage, Inc. provides advisory services to individuals (including both non‑HNW and high‑net‑worth clients), corporations, and pension/profit‑sharing plans, offering discretionary and non‑discretionary portfolio management, financial planning, pension consulting, manager‑selection and consulting services, advisory referrals, and tax/accounting services through its MyCFO offering. The firm also sponsors a wrap‑fee program called the Freedom Account and offers both fee‑based and commission‑based account options.
Investment decisions are guided by written investment policy statements and a mix of fundamental, technical, quantitative and qualitative analysis, with strategies that include long‑term and short‑term purchases, trading, option writing, margin and short sales, as well as allocation to third‑party managers via manager‑selection programs. Accounts are reviewed at least quarterly and clients receive custodial statements and performance reporting, with the firm operating in both discretionary and non‑discretionary capacities.
The firm is dually registered as an SEC‑registered investment adviser and a FINRA‑member broker‑dealer, with affiliated insurance and tax/accounting activities and trade clearing through Apex Clearing; it discloses that direct fee deductions from custodian accounts result in being deemed to have custody under SEC rules. 1st Discount Brokerage transitioned to SEC registration in June 2025 and discloses prior regulatory settlements, including an SEC settlement in 2012 and a FINRA settlement in 2015 involving supervisory and registration issues that resulted in censures and monetary sanctions.
Based on 1 St Discount Brokerage, Inc.
Expertise
Based on 1 St Discount Brokerage, Inc.
Location
8927 Hypoluxo Road, Suite A5
Lake Worth FL 33467
Advisors at this office
4
Advisors at this office
Nicky D
Series 66
Lake Worth, FL
1 St Discount Brokerage, Inc.
Nicky De Young is a financial advisor with 21 years of industry experience, currently with 1 St Discount Brokerage, Inc., where he has worked since 2002. He holds a Series 66 designation and previously worked at Portsmouth Financial Services from 2020 to 2024. Outside of his advisory role, he owns a CPA firm specializing in taxation and accounting. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension plans, offering portfolio management, financial planning, pension consulting, and tax/accounting services. The firm employs a blend of fundamental, technical, quantitative, and qualitative analyses to guide investment decisions and serves clients through both discretionary and non-discretionary accounts.
Ebba G
Series 66
Lake Worth, FL
1 St Discount Brokerage, Inc.
Ebba Gustafsson is a financial advisor at 1 St Discount Brokerage, Inc. with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Palm Beach Atlantic University, Coastal Health Group, and Varbergs Gravteknik AB. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies guided by written policy statements and multiple analysis techniques, offering both fee-based and commission-based account options.
William C
Series 63, Series 65
Lake Worth, FL
1 St Discount Brokerage, Inc.
William Corley Jr. is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with 1 St Discount Brokerage since 1995. Outside of his advisory role, he is a writer for Equities.com and a financial speaker. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, consulting, and tax/accounting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, serving clients through both discretionary and non-discretionary accounts.
George R
Series 63, Series 66
Lake Worth, FL
1 St Discount Brokerage, Inc.
George Rohloff is a financial advisor at 1 St Discount Brokerage, Inc. in Lake Worth, Florida, with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1 St Discount Brokerage since 2007. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, pension consulting, manager-selection, and tax/accounting services. The firm employs a variety of investment strategies guided by written investment policy statements and conducts regular account reviews for its clients.
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