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Charles Anthony Muck

Investment adviser representative at First Trust Advisors LP
10 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

10 years in the industry.

  1. First Trust Advisors L.P.Jun 2021 to now
  2. First Trust Portfolios L.P.Jun 2021 to now
  3. ActivecampaignJun 2020 to Jun 2021
  4. Proven ItJun 2019 to Aug 2019
  5. Proven ItJun 2018 to Aug 2018
  6. Park Ridge Public WorksJun 2017 to Aug 2017
  7. University of IllinoisAug 2016 to Jun 2020

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
7397607
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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