Connor Mccarthy
Investment adviser representative at First Trust Advisors LP
12 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
12 years in the industry.
- First Trust Advisors L.P.Oct 2025 to now
- First Trust Portfolios L.P.Oct 2025 to now
- UnemployedMay 2025 to Oct 2025
- Lakeshore Food AdvisorsMay 2024 to Jul 2024
- Purdue Strategic VenturesFeb 2023 to Jan 2024
- Medinah Country ClubJun 2022 to Aug 2022
- Irish AngelsMay 2022 to Aug 2022
- Purdue UniversityAug 2021 to May 2025
- River Forest Country ClubJun 2021 to Aug 2021
- River Forest Country ClubJun 2020 to Aug 2020
- Oakbrook Bath & TennisJun 2019 to Aug 2019
- Oakbrook Bath & TennisJun 2018 to Aug 2018
- Fenwick High SchoolAug 2017 to May 2021
- Sandberg Middle SchoolAug 2014 to May 2017
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
- 8181865
- Firm CRD
- 107027