Megan Jaye Mckay
Investment adviser representative at First Trust Advisors LP
10 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
10 years in the industry.
- First Trust Advisors L.P.Jul 2024 to now
- First Trust Portfolios L.P.Jul 2024 to now
- Moes Original BbqSep 2023 to Jun 2024
- First Trust Portfolios L.P.Jun 2023 to Jul 2023
- Chicago HighlandsJun 2022 to Aug 2022
- Hotel CapstoneDec 2021 to Nov 2023
- University of AlabamaAug 2020 to May 2024
- Aspired Living of La GrangeDec 2018 to Aug 2022
- Butterfield Country ClubJun 2018 to Aug 2019
- Hinsdale CentralAug 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
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
- 7954659
- Firm CRD
- 107027