Salvatore Michael Lio
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.
- First Trust Advisors L.P.Mar 2025 to now
- First Trust Portfolios L.P.Mar 2025 to now
- Goldman SachsJul 2024 to Feb 2025
- UnemployedJan 2024 to Jun 2024
- Lio Foods DistributorsSep 2023 to Dec 2023
- Goldman SachsJun 2023 to Aug 2023
- Cray, Kaiser Ltd.Jul 2021 to May 2022
- Creighton UniversitySep 2020 to Dec 2023
- Artisan DentalMay 2020 to Sep 2020
- Jewel OscoMar 2019 to Sep 2020
- UnemployedJun 2018 to Mar 2019
- Marmion AcademySep 2017 to Jul 2020
- Lio Foods DistributorsMar 2017 to Jun 2018
- Providence CatholicSep 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
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
- 7763025
- Firm CRD
- 107027