Eric Szendrey (CRD# 6348680) is an Investment Advisor Representative working at First Trust Advisors LP in Plymouth, MA and has over 9 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Advisors LP | Wheaton, IL | Jan 2024 - Current | < 1 |
| First Trust Portfolios LP | Wheaton, IL | Jan 2024 - Current | < 1 |
| Lord Abbett & Company LLC | Jersey City, NJ | Dec 2015 - Jan 2024 | 8 |
| The Prudential Insurance Company Of America | Chalfont, PA | Jun 2014 - Dec 2015 | 1 |
| Pruco Securities, LLC | Chalfont, PA | Jun 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- IL
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Total Assets Under Management210,879MILLIONS
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Total Number of Accounts2,926ACCOUNTS
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Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- 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
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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