Walter Zinych, financial advisor Yardley PA

Walter Zinych

CRD Number: 4124782
Current Firm: First Trust Advisors LP

Walter Zinych (CRD# 4124782) is an Investment Advisor Representative working at First Trust Advisors LP in Yardley, PA 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 Jan 2019 - Current 2
First Trust Advisors LP Wheaton, IL Jan 2019 - Current 2
Pacific Select Distributors Newport Beach, CA May 2008 - Jan 2019 10
Pacific Life Newport Beach, CA Apr 2008 - Jan 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Walter B. Zinych
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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