Walter
Zinych

First Trust Advisors Lp

CRD#4124782
Investment Advisor
in Yardley, PA

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About this Advisor

Walter Zinych is a financial advisor based in Yardley, Pennsylvania, working with First Trust Advisors Lp. Walter has previously held positions at Pacific Life, Pacific Select Distributors, First Trust Advisors L.P, and First Trust Portfolios L.P. Walter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Walter is part of First Trust Advisors Lp, which operates out of Yardley, Pennsylvania. 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 66

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

Yardley, PA

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$210,879,000,000

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

426

PA Average: 44
Total Number of Accounts

2,926

PA Average: 2,564
Average Account Size

$72,070,745

PA 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

Walter Zinych Work History

2019 - Present (6 years)

First Trust Advisors L.P

2019 - Present (6 years)

First Trust Portfolios L.P

2008 - 2019 (11 years)

Pacific Life

2008 - 2019 (11 years)

Pacific Select Distributors

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Disclosures

Please visit the SEC profile of Walter Zinych 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

David Tokar
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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