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Rhett R Litavsky

Investment adviser representative at First Trust Advisors LP
13 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

13 years in the industry.

  1. First Trust Advisors L.P.May 2021 to now
  2. First Trust Portfolios L.P.May 2021 to now
  3. CollegeSep 2020 to May 2021
  4. BairdJun 2020 to Aug 2020
  5. UnemployedAug 2019 to Jun 2020
  6. City of Wheaton StreetsApr 2019 to Aug 2019
  7. University of DaytonSep 2018 to Apr 2019
  8. City of Wheaton StreetsApr 2018 to Aug 2018
  9. CollegeMay 2017 to Apr 2018
  10. High SchoolAug 2013 to May 2017

Exams passed

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

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
7269481
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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