Bradley Smelstor, financial advisor Austin TX

Bradley Smelstor

CRD Number: 6649721
Current Firm: First Trust Advisors LP

Bradley Smelstor (CRD# 6649721) is an Investment Advisor Representative working at First Trust Advisors LP in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL May 2018 - Current 3
Factset Research Systems New York, NY Sep 2017 - May 2018 < 1
Extended Travel New York, NY May 2017 - Sep 2017 < 1
Hamilton College Clinton, NY Aug 2013 - May 2017 3
Morgan Stanley Burlington, VT May 2016 - Aug 2016 < 1
Hamilton College Clinton, NY Aug 2015 - May 2016 < 1
Handy Toyota St. Albans, VT Mar 2013 - Aug 2015 2
Unemployed South Portland, ME May 2012 - Mar 2013 < 1
St. Paul's School Concord, NH Aug 2010 - May 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Bradley A. Smelstor
Phone Number: 630-765-8000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    171,578
    MILLIONS
  • Total Number of Accounts
    3,306
    ACCOUNTS
  • Average Account Value
    $51,898,972
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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