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Zachary Daniel Natale

First Trust Advisors LP

Wheaton, IL

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Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-08-01
  • IL RA
    APPROVED
    Since 2022-08-01

Branch Locations

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
Mfs Fund Distributors, Inc. Boston MA 06/2007 03/2019
Suntrust Advisory Services, Inc. Atlanta GA 04/2019 07/2020
Sterling Capital Management Llc Jupiter FL 08/2020 06/2022
First Trust Advisors L.P. Wheaton IL 07/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-01
S63 Uniform Securities Agent State Law Examination 2007-07-27
  • S65 Uniform Investment Adviser Law Examination
    2019-06-01
  • S63 Uniform Securities Agent State Law Examination
    2007-07-27

View on SEC IAPD

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