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Andrew John Heidenthal

Investment adviser representative at First Trust Advisors LP
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. First Trust Advisors L.P.Oct 2024 to now
  2. First Trust Portfolios L.P.Oct 2024 to now
  3. UnemployedJun 2024 to Oct 2024
  4. EmburseJun 2022 to Jun 2024
  5. Enterprise HoldingsApr 2018 to May 2022
  6. Emmanuel CollegeSep 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (IL, MA).

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
7947488
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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