Trey
Widner
First Trust Advisors Lp
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About this Advisor
Trey Widner is a financial advisor working in Wheaton, Illinois with 3 years of industry experience. Widner is on the advisory team at First Trust Advisors Lp. Throughout their career, they have worked at Amanda Hope Foundation, Stepstone Group, Velocity Retail Group, University Of San Diego, Pei Wei, Arizona State, Valley Christian High School, First Trust Portfolios L.P and First Trust Advisors L.P. Widner has Series 66 and Series 63 licenses, which qualify them as a securities broker, and is registered to work in Illinois and Texas. First Trust Advisors Lp is a firm based out of Wheaton, IL. The company has offices in two locations and a total of 637 people on staff. It administers $191 billion in total assets among its 3,143 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. First Trust Advisors Lp provides a number 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. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by First Trust Advisors Lp likely are comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
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
Trey Widner Work History
Trey has been registered as a financial advisor for 3 years.*
First Trust Advisors L.P
First Trust Portfolios L.P
Amanda Hope Foundation
University Of San Diego
Stepstone Group
Velocity Retail Group
University Of San Diego
Pei Wei
University Of San Diego
Arizona State
Valley Christian High School
*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 Trey Widner 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
Wheaton, IL
Wheaton, IL
Rockaway Park, NY
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Eagle, ID
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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