Michael Egan

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

• 12/2005 → 12/2019
  Moors & Cabot, Inc.
  Naples, FL
• 01/2020 → 09/2023
  Gyroscope Capital Management
  Naples, FL
• 10/2023 → 10/2024
  First Trust Investment Solutions Lp
  Naples, FL
• 10/2024 → Present
  First Trust Portfolios L.P.
  Wheaton, IL
• 10/2024 → Present
  First Trust Advisors L.P.
  Wheaton, IL

Previous Registrations

• 2023-10-17 → 2024-12-20
  First Trust Investment Solutions L.P.
  Naples, FL
• 2007-03-22 → 2023-12-07
  Gyroscope Capital Management Group Llc
  Naples, FL
• 2009-05-04 → 2020-01-06
  Moors & Cabot, Inc.
  Naples, FL
• 2005-12-13 → 2009-02-23
  Jeta Grove, Llc
  Boston, MA
  Boston, MA
• 1995-10-20 → 2005-12-19
  Legg Mason Wood Walker, Incorporated
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-04
• S63 Uniform Securities Agent State Law Examination
  1991-04-11

Designations

• Certified Financial Planner

Other Names

• Michael Joseph Egan