Hunter Thomas Burdick
Investment adviser representative at First Trust Advisors LP
10 yearsExperience
2 statesRegistered 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.
- First Trust Advisors L.P.Jun 2022 to now
- First Trust Portfolios L.P.Jun 2022 to now
- Cetera Investment Advisers LLCMar 2021 to Jun 2022
- Cetera Investment Services LLCMar 2021 to Jun 2022
- First Trust Advisors L.P.Mar 2019 to Mar 2021
- First Trust Portfolios L.P.Mar 2019 to Mar 2021
- Raymond James Financial Services Advisors Inc.Jun 2017 to Feb 2019
- Raymond James Financial Services, Inc.Dec 2016 to Feb 2019
- Cetera Investment Services LLCMay 2016 to Dec 2016
- Prosperity BankFeb 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 6658020
- Firm CRD
- 107027