Cazimy Coulanges

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

• 01/2025 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 01/2025 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 08/2024 → 12/2024
  First Trust Investment Solutions
  Naples, FL
• 06/2024 → 08/2024
  Ernst & Young
  Jacksonville, FL
• 02/2024 → 06/2024
  First Trust Investment Solutions
  Naples, FL
• 09/2023 → 12/2023
  Enterprise Holdings
  Fort Myers, FL
• 05/2021 → 05/2023
  The Club At Gateway
  Fort Myers, FL
• 08/2017 → 05/2021
  Gateway Charter High School
  Fort Myers, FL
• 08/2014 → 05/2017
  Gateway Charter Middle School
  Fort Myers, FL
• 06/2023 → 08/2023
  Ernst & Young
  Jacksonville, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-14