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Will Dodillet

Investment adviser representative at First Trust Advisors LP
11 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

11 years in the industry.

  1. First Trust Advisors L.P.Apr 2021 to now
  2. First Trust Portfolios L.P.Apr 2021 to now
  3. J.P. Morgan Securities LLCAug 2020 to Apr 2021
  4. GrouponJul 2019 to Jul 2020
  5. UnemployedJun 2019 to Jun 2019
  6. Potbelly Sandwich WorksJun 2018 to Aug 2018
  7. Morgan StanleyJun 2017 to Aug 2017
  8. University of WisconsinSep 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2021

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
6813834
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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