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Angelina Marie Cummins

Investment adviser representative at First Trust Advisors LP
10 yearsExperience
1 stateRegistered in
$309.2BFirm assets
35 yearsFirm in business

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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

10 years in the industry.

  1. First Trust Advisors L.P.Sep 2019 to now
  2. First Trust Portfolios L.P.Sep 2019 to now
  3. Morgan Stanley Private Bank, N.A.Jun 2018 to Sep 2019
  4. Morgan StanleyApr 2018 to Sep 2019
  5. JP Morgan Securities, LLCDec 2016 to Apr 2018
  6. UBS Financial Services Inc.Oct 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (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
6409121
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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