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Drew Polezoes

First Trust Advisors LP

Wheaton, IL

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Current Employers
First Trust Advisors Lp

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-04-09
  • IL RA
    APPROVED
    Since 2025-04-09

Branch Locations

120 E. Liberty Drive Suite 400, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 01/2023 04/2025
Northern Trust Chicago IL 06/2021 12/2022
Full Time Education Iowa City IA 01/2013 12/2020
Unemployed Wheaton IL 01/2021 05/2021
Mass Markets Iowa City IA 05/2020 08/2020
Wheaton Park District Wheaton IL 05/2016 07/2017
The University Of Iowa Iowa City IA 08/2017 12/2020
First Trust Portfolios L.P. Wheaton IL 04/2025 Present
First Trust Portfolios L.P. Wheaton IL 04/2025 Present
  • 01/2023 → 04/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chicago, IL
  • 06/2021 → 12/2022
    Northern Trust
    Chicago, IL
  • 01/2013 → 12/2020
    Full Time Education
    Iowa City, IA
  • 01/2021 → 05/2021
    Unemployed
    Wheaton, IL
  • 05/2020 → 08/2020
    Mass Markets
    Iowa City, IA
  • 05/2016 → 07/2017
    Wheaton Park District
    Wheaton, IL
  • 08/2017 → 12/2020
    The University Of Iowa
    Iowa City, IA
  • 04/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
  • 04/2025 → Present
    First Trust Portfolios L.P.
    Wheaton, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31
Other Names
  • Drew Charles Polezoes

View on SEC IAPD

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Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL

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