Michael Egan
Investment adviser representative at First Trust Advisors LP
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$309.2BFirm assets
Are you Michael Egan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- First Trust Advisors L.P.Oct 2024 to now
- First Trust Portfolios L.P.Oct 2024 to now
- First Trust Investment Solutions LPOct 2023 to Oct 2024
- Gyroscope Capital ManagementJan 2020 to Sep 2023
- Moors & Cabot, Inc.Dec 2005 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
First Trust Advisors LP
$309.2BAssets managed
5,731Clients
606Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124653
- Firm CRD
- 107027