First Trust Investment Solutions LP
First Trust Investment Solutions LP (CRD# 328327) is a financial advisory firm headquartered in Naples, FL. They manage $518,127,030 in 800 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management518MILLION
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Total Number of Accounts800ACCOUNTS
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Average Account Value$647,659
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- 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)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
Robert Carr (CRD# 5586883) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has over 15 years of experience in the finance industry.
Anthony Cirillo (CRD# 6610322) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has over 7 years of experience in the finance industry.
Michael Egan (CRD# 2124653) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has over 33 years of experience in the finance industry.
Ellie Eldridge (CRD# 7817738) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has 1 year of experience in the finance industry.
Tenzin Phuntsok (CRD# 7734669) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has 1 year of experience in the finance industry.
George Schmelzle (CRD# 7342792) is an Investment Advisor Representative working at First Trust Investment Solutions LP in Naples, FL and has 1 year of experience in the finance industry.