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Zachary Peter Sutter

Investment adviser representative at First Trust Advisors LP
11 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

11 years in the industry.

  1. First Trust Advisors L.P.Jun 2025 to now
  2. First Trust Portfolios L.P.Jun 2025 to now
  3. Sb Management GroupMay 2024 to now
  4. Butler National Golf ClubApr 2021 to Aug 2024
  5. Great American ExteriorsDec 2019 to Mar 2021
  6. UnemployedJun 2015 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8110230
Firm CRD
107027
Advisor's SEC record (opens in a new tab)
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