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Samuel Robert Corr

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.

  1. First Trust Advisors L.P.Oct 2024 to now
  2. First Trust Direct IndexingMay 2021 to now
  3. Northeastern UniversityJan 2021 to May 2021
  4. Arrowstreet CapitalJul 2020 to Dec 2020
  5. Northeastern UniversityJan 2020 to Jul 2020
  6. Wellington ManagementJun 2019 to Jan 2020
  7. Northeastern UniversityJan 2019 to Jun 2019
  8. Wellington ManagementJun 2018 to Jan 2019
  9. Northeastern UniversitySep 2016 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
7997606
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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