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Ryan M. Edwards

First Trust Advisors LP

Castle Rock, CO

Wheaton, IL

CRD 4757576

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Employer firm

First Trust Advisors LP CRD 107027

$309B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-07-07
IL RA APPROVED 2008-10-22
  • TX RA
    APPROVED_RES
    Since 2017-07-07
  • IL RA
    APPROVED
    Since 2008-10-22

Branch Locations

Castle Rock, CO • United States

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Portfolios L.P. Lisle IL 11/2007 Present
  • 11/2007 → Present
    First Portfolios L.P.
    Lisle, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-14
S63 Uniform Securities Agent State Law Examination 2004-05-22
  • S66 Uniform Combined State Law Examination
    2008-10-14
  • S63 Uniform Securities Agent State Law Examination
    2004-05-22
Other Names
  • Ryan Edwards
  • Ryan M Edwards
  • Ryan Michael Edwards

View on SEC IAPD

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