Andrew BeltzCRD Number: 6108913
Current Firm: First Trust Advisors LP
Andrew Beltz (CRD# 6108913) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 5 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|First Trust Portfolios LP||Wheaton, IL||Oct 2014 - Current||3|
|First Trust Advisors LP||Wheaton, IL||Oct 2014 - Current||3|
|Morgan Stanley Smith Barney||Greenville, DE||Aug 2012 - Sep 2014||2|
|Unemployed||Thornton, PA||May 2012 - Aug 2012||< 1|
|Axa Advisors/karr Barth Associates||Bala Cynwyd, PA||Dec 2011 - May 2012||< 1|
|Saint Joseph's University||Philadelphia, PA||Sep 2008 - May 2012||3|
|Aspire Business Consulting||Fort Washington, PA||May 2011 - Aug 2011||< 1|
|Stone Harbor Pizza||Stone Harbor, NJ||Jun 2008 - Sep 2008||< 1|
|High School Student At West Chester Bayard Rustin||West Chester, PA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management98,973MILLIONS
Total Number of Accounts3,655ACCOUNTS
Average Account Value$27,078,807
- A percentage of assets under your management
- 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
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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