Timothy Butler, financial advisor Wheaton IL
93 score

Timothy Butler

CRD Number: 5540560
Current Firm: First Trust Advisors LP

Timothy Butler (CRD# 5540560) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Advisors LP Wheaton, IL Jun 2017 - Current < 1
First Trust Portfolios LP Wheaton, IL Jun 2017 - Current < 1
Morgan Stanley Smith Barney LLC Red Bank, NJ Jul 2015 - Jun 2017 1
Unemployed Hazlet, NJ Feb 2015 - Jun 2015 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2015 < 1
Morgan Stanley Smith Barney LLC Shrewsbury, NJ Feb 2014 - Jan 2015 < 1
Morgan Stanley Smith Barney LLC Shrewsbury, NJ Sep 2010 - Feb 2014 3
Morgan Stanley Smith Barney LLC Shrewsbury, NJ Jun 2009 - Sep 2010 1
Rutgers University New Brunswick, NJ Aug 2008 - May 2009 < 1
Citigroup Global Markets Inc. Shrewsbury, NJ Jun 2008 - Aug 2008 < 1
Rutgers University New Brunswick, NJ Aug 2005 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Timothy P. Butler
Phone Number: 630-765-8000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    98,973
    MILLIONS
  • Total Number of Accounts
    3,655
    ACCOUNTS
  • Average Account Value
    $27,078,807
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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