Patrick Bless, financial advisor Boca Raton FL

Patrick Bless

CRD Number: 3112319
Current Firm: First Trust Advisors LP

Patrick Bless (CRD# 3112319) is an Investment Advisor Representative working at First Trust Advisors LP in Boca Raton, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL Jul 2017 - Current 4
First Trust Advisors LP Wheaton, IL Jul 2017 - Current 4
Profunds Bethesda, MD Feb 2015 - Jul 2017 2
Patrick Capital Markets, LLC St. Louis, MO Apr 2012 - Jan 2015 2
Oppenheimer & Company Inc. Boca Raton, FL Nov 2010 - Mar 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S65 NASAA Investment Advisors Law Examination May 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Patrick D. Bless
Phone Number: 630-765-8000
Registered State(s):
  • IL
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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