Blake Andrew Mcwhirter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 08/2013 → 05/2017
  Univeristy Of Texas At Austin
  Austin, TX
• 11/2017 → 11/2019
  Bank Of America, N.A.
  Austin, TX
• 11/2019 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 11/2019 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Previous Registrations

• 2017-09-29 → 2019-11-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-09-28

Other Names

• Blake A Mcwhirter
• Blake Mcwhirter