Matthew Timothy Koelzer

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

• 04/2015 → 09/2019
  Moraga Country Club
  Moraga, CA
• 09/2017 → 06/2018
  Ucla Recreation
  Los Angeles, CA
• 06/2018 → 09/2018
  Ucsf Wilson Lab
  San Francisco, CA
• 02/2020 → 03/2020
  Avantstay
  Los Angeles, CA
• 07/2019 → 09/2019
  Pluribus Labs Llc
  San Fransisco, CA
• 06/2020 → 08/2020
  Pluribus Labs Llc
  San Fransisco, CA
• 08/2020 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 09/2016 → 06/2020
  Ucla
  Los Angeles, CA
• 09/2020 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-10-30

Other Names

• Matt Koelzer