William Oliver Walsh
Investment adviser representative at First Trust Advisors LP
9 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
9 years in the industry.
- First Trust Advisors L.P.Feb 2024 to now
- First Trust Portfolios L.P.Feb 2024 to now
- Igas USA Inc.Jan 2024 to Feb 2024
- Florida Financial AdvisorsAug 2023 to Dec 2023
- Deuce's Sports Bar and GrillJun 2023 to Aug 2023
- Hollingsworth ShowroomAug 2022 to Dec 2022
- Univesity of TampaAug 2021 to May 2023
- Willa'sAug 2021 to Aug 2022
- Swanson's DeliFeb 2020 to Aug 2021
- Harold Washington CollegeJan 2020 to May 2021
- Notre Dame CollegeAug 2019 to Dec 2019
- Nolan ElectricMay 2019 to Aug 2019
- Mount Carmel High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State 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
- 7800124
- Firm CRD
- 107027