Grant Falite
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.
- First Trust Advisors L.P.Nov 2025 to now
- First Trust Portfolios L.P.Nov 2025 to now
- Brookwood TrustDec 2020 to now
- Chuck's FishAug 2023 to Oct 2025
- Ripple Capital Partners LLCJul 2022 to Jul 2023
- A Divine EventAug 2021 to Jun 2023
- Carrabba's Italian GrillJun 2021 to Aug 2023
- Rpa Enterprises IncJan 2021 to Jul 2023
- University of GeorgiaAug 2020 to Aug 2021
- Hen Mother CookhouseSep 2018 to Oct 2018
- Office MaxAug 2017 to Sep 2017
- Don's Farmers MarketMar 2017 to May 2020
- Bruster's Real Ice CreamApr 2015 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
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
- 7997511
- Firm CRD
- 107027