Alan Garett Orlov

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

• 05/2025 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 05/2025 → Present
  First Trust Advisors L.P.
  Wheaton, IL
• 02/2016 → 04/2020
  Round Two Hollywood
  Los Angeles, CA
• 06/2016 → 06/2022
  Sunny Days Adhc
  Los Angeles, CA
• 06/2022 → 08/2022
  Caleo Capital
  Remote, CA
• 08/2022 → 06/2023
  Galaxy Venture Capital
  Santa Barbara, CA
• 06/2023 → 09/2023
  Southern California Edison
  Santa Barbara, CA
• 09/2023 → 03/2025
  Padgea
  Boston, MA
• 04/2025 → 05/2025
  Valoo
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-21