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Bradley Manning Stevens

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.

  1. First Trust Advisors L.P.May 2023 to now
  2. First Trust Portfolios L.P.May 2023 to now
  3. Jackson National Life Distributors LLCMar 2019 to May 2023
  4. Edward JonesJun 2017 to Jan 2019
  5. Alliance Sport MarketingJan 2017 to May 2017
  6. UnemployedMar 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2017
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (IL, TN).

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
6817377
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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