Anthony
Demet

First Trust Advisors Lp

CRD#5634910
Investment Advisor
in Austin, TX

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About this Advisor

Anthony Demet is a financial advisor based out of Austin, Texas with 1 year of industry experience. Demet is an employee of First Trust Advisors Lp. Throughout their career, Demet has worked at Fidelity Investments Institutional Operations Company Inc, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, First Trust Portfolios L.P and First Trust Advisors L.P. Demet has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to advise clients in Illinois. First Trust Advisors Lp is a company based in Wheaton, IL. The investment advisory business has offices in two locations and a total of 637 financial advisors. It has $191 billion in assets among its 3,143 client accounts, placing it among the biggest firms in the country by assets under management. The business provides a wide set 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 for financial advisory services typically are based on the type of financial services provided. However, fees billed by First Trust Advisors Lp most likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Ibc Building 500 West 5Th Street, 8Th Floor
Austin, TX 78701

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$190,452,000,000

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

637

TX Average: 44
Total Number of Accounts

3,143

TX Average: 2,564
Average Account Size

$60,595,609

TX 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

Anthony Demet Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

First Trust Portfolios L.P

2022 - Present (2 years)

First Trust Advisors L.P

2018 - 2022 (4 years)

Fidelity Personal And Workplace Advisors

2017 - 2022 (5 years)

Fidelity Brokerage Services LLC

2008 - 2017 (9 years)

Fidelity Investments Institutional Operations Company 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 Anthony Demet 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

Eric Holsen
Wheaton, IL
Alexander Rossi
Wheaton, IL
David Kinsey
Austin, TX
Joshua Weaver
Eagle, ID
Sean Parchment
Rockaway Park, NY
Mitchell Seebach
Wheaton, IL
Evan Singley
Wheaton, IL
Drew Olson
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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