Scott
Curran

First Trust Advisors Lp

CRD#4684975
Investment Advisor
in Fairfield, CT

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About this Advisor

Scott Curran is a financial advisor based out of Fairfield, Connecticut with 4 years of industry experience. Curran is an employee of First Trust Advisors Lp. The advisor has gained experience at Aig Capital Services, Inc, Oppenheimerfunds Distributor, Inc, Sunamerica Asset Management Corp, First Trust Portfolios L.P and First Trust Advisors L.P. Curran maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. First Trust Advisors Lp is a company headquartered in Wheaton, IL. The company has offices in two locations and a total of 637 people on staff. It handles $191 billion in total assets between its 3,143 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The business provides a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically are based on which services are provided. However, fees charged by First Trust Advisors Lp likely are comprised of any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

Fairfield, CT

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$190,452,000,000

CT Average: $6,674,516,078
Total Number of Employees

637

CT Average: 44
Total Number of Accounts

3,143

CT Average: 2,564
Average Account Size

$60,595,609

CT Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Scott Curran Work History

Scott has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

First Trust Portfolios L.P

2018 - Present (6 years)

First Trust Advisors L.P

2014 - 2018 (4 years)

Aig Capital Services, Inc

2014 - 2018 (4 years)

Sunamerica Asset Management Corp

2005 - 2014 (9 years)

Oppenheimerfunds Distributor, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Scott Curran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Trust Advisors Lp

Joshua Weaver
Eagle, ID
John Mcguckin
Wheaton, IL
Drew Olson
Wheaton, IL
David Kinsey
Austin, TX
James Carlson
Wheaton, IL
Andrew Jahns
Wheaton, IL
Nicholas Laskowsky
Wheaton, IL
Evan Singley
Wheaton, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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