Joseph Dellumo
Investment adviser representative at First Trust Advisors LP
12 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
12 years in the industry.
- First Trust Advisors L.P.Jun 2025 to now
- First Trust Portfolios L.P.Jun 2025 to now
- Kluth CargoMay 2024 to Aug 2024
- Stifel Financial Corp.Jun 2022 to Aug 2022
- Tufts UniversityAug 2021 to May 2025
- Maine South High SchoolJun 2017 to Jun 2021
- Lincoln Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7601896
- Firm CRD
- 107027