Client 1st Advisory Group, LLC is an independent, SEC-registered fiduciary financial planning and investment management firm located on Highland Avenue in Dunedin, Florida. Co-founded by Chief Executive Officer Michelle Lais Mabry, CFP®, AIF®, and President Craig Scott Phillips, CFP®, AIF®, alongside Chief Operating Officer Dave Stieh, CFP®, the practice serves retirees, pre-retirees, and families throughout Dunedin, Palm Harbor, Clearwater, and North Pinellas County with fiduciary retirement income planning, portfolio management, and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Michelle Lais Mabry, CFP®); Client 1st Advisory Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-78052; independent fiduciary Registered Investment Adviser with its primary Florida office in Dunedin, FL.
Issuer: Certified Financial Planner Board of Standards / SEC
Notes: Led by Founder & CEO Michelle Lais Mabry, CFP®, AIF® (CRD #1987030), Founding Partner & President Craig Scott Phillips, CFP®, AIF® (CRD #2066182), and COO Dave Stieh, CFP®.
Factual details and direct answers about Client 1st Advisory Group, LLC's services, licensing, and credentials.
What is the SEC registration of Client 1st Advisory Group, LLC in Dunedin?
Client 1st Advisory Group, LLC is registered with the U.S. Securities and Exchange Commission as a fiduciary Investment Adviser under CRD #167790 and SEC File #801-78052.
Who are the Certified Financial Planner principals at Client 1st Advisory Group?
The firm is led by CEO and Co-Founder Michelle Lais Mabry, CFP®, AIF® (CRD #1987030), President and Founding Partner Craig Scott Phillips, CFP®, AIF® (CRD #2066182), and COO Dave Stieh, CFP®.
Where is Client 1st Advisory Group located in Pinellas County?
The firm's Dunedin office is located at 963 Highland Avenue, Dunedin, Florida 34698, serving retirees in Dunedin, Palm Harbor, Clearwater, Ozona, and Tarpon Springs.
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