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Matthew Parker

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.Mar 2019 to now
  2. First Trust Portfolios L.P.Mar 2019 to now
  3. AmazonMar 2017 to Aug 2017
  4. University of WashingtonSep 2016 to Jul 2017
  5. U.S. Army National GuardAug 2016 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2019

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
7091224
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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