Morelle
Tinsley

First Trust Advisors Lp

CRD#6784952
Investment Advisor
in Austin, TX

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About this Advisor

Morelle Tinsley is a financial advisor based in Austin, Texas, working with First Trust Advisors Lp. Morelle has previously held positions at Cape Fear Academy, New Hanover High School, Our Crepes And More, UBS Financial Services, George Washington University, Epic Food Co, Allsaints, Emissary, IES Abroad, Women For Women International, First Trust Advisors L.P, and First Trust Portfolios L.P. Morelle has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Morelle is part of First Trust Advisors Lp, which operates out of Austin, Texas. The firm has 2 offices and 426 employees. The firm manages assets totaling $210.9 billion and offers 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. The fee structure at First Trust Advisors Lp includes asset-based and other fees.

Certifications and Registrations

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

Ibc Building 500 West 5Th Street, 8Th Floor
Austin, TX 78704

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$210,879,000,000

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

426

TX Average: 44
Total Number of Accounts

2,926

TX Average: 2,564
Average Account Size

$72,070,745

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

Morelle Tinsley Work History

2021 - Present (3 years)

First Trust Advisors L.P

2021 - Present (3 years)

First Trust Portfolios L.P

2020 - 2020 (< 1 year)

Ies Abroad

2020 - 2021 (1 year)

Women For Women International

2019 - 2019 (< 1 year)

Ubs Financial Services

2019 - 2020 (1 year)

Emissary

2018 - 2018 (< 1 year)

Epic Food Co

2018 - 2019 (1 year)

Allsaints

2017 - 2017 (< 1 year)

Our Crepes And More

2017 - 2017 (< 1 year)

Ubs Financial Services

2017 - 2021 (4 years)

George Washington University

2015 - 2017 (2 years)

New Hanover High School

2011 - 2015 (4 years)

Cape Fear Academy

Disclosures

Please visit the SEC profile of Morelle Tinsley 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
Luke Wynsma
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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