Elayne Pisarik
Firstrust · Daytona Beach, Florida
Elayne Pisarik is a fee-only financial advisor at Firstrust in Daytona Beach, Florida, who holds the CFP and ChFC credentials. Firstrust reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Firstrust |
|---|---|
| Based in | Daytona Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $250M across 128 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL · CRD 2472480 |
| Exams passed | Series 63 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.financialteam.com |
How Elayne's firm compares
- Firstrust's average account is about $2.0 million, from its Form ADV (assets managed divided by 128 accounts).
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Questions about Elayne
Is Elayne Pisarik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elayne holds no broker registration, and Firstrust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elayne charge for financial advice?
Elayne's firm, Firstrust, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Elayne Pisarik based?
Elayne Pisarik is based in Daytona Beach, Florida.
What credentials does Elayne Pisarik hold?
Elayne Pisarik holds the CFP and ChFC credentials.
Is Elayne Pisarik registered with the SEC?
Yes. Elayne Pisarik is registered as an investment adviser representative in FL (CRD 2472480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Firstrust manage?
Firstrust reports $250M across 128 accounts in assets under management.
How do I contact Elayne Pisarik?
Through Elayne's website, www.financialteam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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