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).

Current Firm Details
9130 Galleria Court, Suite 202, Naples, FL 34109
https://www.ftsma.com
By the Numbers
  • Total Assets Under Management
    518
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $647,659
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at First Trust Investment Solutions LP
Showing 1 - 6 of 6 top financial advisors.
1
Robert Carr, financial advisor Naples FL
Robert Carr
CRD#: 5586883
9130 Galleria Court, Suite 202, Naples, FL 34109

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.

2
Anthony Cirillo, financial advisor Naples FL
Anthony Cirillo
CRD#: 6610322
9130 Galleria Court, Suite 202, Naples, FL 34109

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.

3
Michael Egan, financial advisor Naples FL
Michael J. Egan
CRD#: 2124653
9130 Galleria Court, Suite 202, Naples, FL 34109

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.

4
Ellie Eldridge, financial advisor Naples FL
Ellie M. Eldridge
CRD#: 7817738
9130 Galleria Court, Suite 202, Naples, FL 34109

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.

5
Tenzin Phuntsok, financial advisor Naples FL
Tenzin Phuntsok
CRD#: 7734669
9130 Galleria Court, Suite 202, Naples, FL 34109

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.

6
George Schmelzle, financial advisor Naples FL
George R. Schmelzle
CRD#: 7342792
9130 Galleria Court, Suite 202, Naples, FL 34109

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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