James
Molinari

First Trust Advisors Lp

CRD#5896613
Investment Advisor
in Wheaton, IL

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About this Advisor

James Molinari is a financial advisor based out of Wheaton, Illinois, with 10 years of relevant experience. Molinari is an advisor for First Trust Advisors Lp. The advisor has gained experience at Invesco Distributors Inc, Invesco Advisers Inc and First Trust Portfolios L.P. Molinari holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. First Trust Advisors Lp is a registered investment firm based in Wheaton, IL. The investment advisory business has offices in two locations and a total of 637 advisors. It administers $191 billion in assets under management between its 3,143 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The company offers a diverse assortment of services, including 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. A financial advisor's fee schedules largely depend on the type of services offered. Fee types charged by First Trust Advisors Lp can include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

120 E. Liberty Drive Suite 400
Wheaton, IL 60187

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$190,452,000,000

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

637

IL Average: 44
Total Number of Accounts

3,143

IL Average: 2,564
Average Account Size

$60,595,609

IL 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

James Molinari Work History

James has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

First Trust Portfolios L.P

2012 - 2013 (1 year)

Invesco Distributors Inc

2012 - 2013 (1 year)

Invesco Advisers 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 James Molinari 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

James Carlson
Wheaton, IL
Jonathon Digiovanni
Wheaton, IL
David Kinsey
Austin, TX
Joshua Weaver
Eagle, ID
Drew Olson
Wheaton, IL
Eric Holsen
Wheaton, IL
Evan Singley
Wheaton, IL
Eric Montanari
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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