Andrea Rose Massey

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

• 03/2019 → 11/2020
  Ami Group Inc.
  St. Charles, IL
• 07/2015 → 03/2019
  American Family Insurance
  Westmont, IL
• 11/2020 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 02/2021 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-07-26
• S63 Uniform Securities Agent State Law Examination
  2021-02-04