Tobin
Crowder

First Trust Advisors Lp

CRD#2635935
Investment Advisor
in Oradell, NJ

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About this Advisor

Tobin Crowder is a financial advisor based in Oradell, New Jersey, working with First Trust Advisors Lp. Tobin has previously held positions at First Portfolios L.P and First Trust Advisors L.P. Tobin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Tobin is part of First Trust Advisors Lp, which operates out of Oradell, New Jersey. The firm has 2 offices and 426 employees. The firm manages assets totaling $210.9 billion. The services offered by the firm include 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. The fee structure at First Trust Advisors Lp includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Oradell, NJ

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$210,879,000,000

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

426

NJ Average: 44
Total Number of Accounts

2,926

NJ Average: 2,564
Average Account Size

$72,070,745

NJ 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

Tobin Crowder Work History

2009 - Present (15 years)

First Portfolios L.P

2009 - Present (15 years)

First Trust Advisors L.P

Disclosures

Please visit the SEC profile of Tobin Crowder 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

Mario Manfredi
Wheaton, IL
Xhordi Xhokola
Wheaton, IL
Jordan Roberts
Wheaton, IL
Thomas Giobbi
Wheaton, IL
Theodore Selvaggio
Wheaton, IL
Tyler Pearse
Wheaton, IL
Alexander Tarnow
Austin, TX
Trey Widner
Wheaton, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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