George Schmelzle

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

• 10/2020 → 12/2022
  Cwa Asset Management Group
  Naples, FL
• 07/2018 → 10/2021
  Assured Partners
  Naples, FL
• 06/2019 → 08/2019
  Mkm Partners, Llc
  Stamford, CT
• 08/2016 → 05/2020
  Brown University
  Providence, RI
• 08/2022 → 08/2023
  Gyroscope Capital Management Group, Llc
  Naples, FL
• 09/2023 → 10/2024
  First Trust Investment Solutions Lp
  Naples, FL
• 10/2024 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 10/2024 → Present
  First Trust Advisor L.P.
  Wheaton, IL

Previous Registrations

• 2023-10-06 → 2024-12-20
  First Trust Investment Solutions L.P.
  Naples, FL
• 2023-07-13 → 2023-12-07
  Gyroscope Capital Management Group Llc
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-30

Other Names

• George Robert Schmelzle