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Nathan Matthew Gerze

First Trust Advisors LP

Wheaton, IL

Franklin, TN

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Current Employers
First Trust Advisors Lp

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-09-11
IL RA APPROVED 2020-08-25
  • TN RA
    APPROVED
    Since 2023-09-11
  • IL RA
    APPROVED
    Since 2020-08-25

Branch Locations

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

5000 Meridian Blvd Suite 500, Franklin, TN 37067 • 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 Trust Portfolios L.P. Wheaton IL 05/2019 03/2020
First Trust Portfolios L.P. Wheaton IL 06/2020 Present
Camp Barnabas Branson MO 05/2018 08/2018
Wheaton College Wheaton IL 08/2016 06/2020
First Trust Advisors L.P. Wheaton IL 08/2020 Present
  • 05/2019 → 03/2020
    First Trust Portfolios L.P.
    Wheaton, IL
  • 06/2020 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 05/2018 → 08/2018
    Camp Barnabas
    Branson, MO
  • 08/2016 → 06/2020
    Wheaton College
    Wheaton, IL
  • 08/2020 → Present
    First Trust Advisors L.P.
    Wheaton, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-25
  • S66 Uniform Combined State Law Examination
    2020-08-25
Other Names
  • Nate Gerze

View on SEC IAPD

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Julie Marie Cunningham
Nicole Lea Ayers

Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL

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