Patrick
Donadio

First Trust Advisors Lp

CRD#6577278
Investment Advisor
in Wheaton, IL

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About this Advisor

Patrick Donadio is a financial advisor based in Wheaton, Illinois who has 6 years of industry experience. Donadio is an employee of First Trust Advisors Lp. During their career, the advisor has held roles at Hamilton College, Deutsche Bank, New York Life, First Trust Portfolios L.P and First Trust Advisors L.P. Donadio holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois and Texas. First Trust Advisors Lp is a financial advisory company that has its headquarters in Wheaton, IL. The firm has offices in two locations and a total of 637 people on staff. It handles $191 billion in assets under management across its 3,143 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The company performs a number of 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. Fees for financial advice typically are based on which services the firm provides the client. However, fee types charged by First Trust Advisors Lp likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

120 E. Liberty Drive Suite 400
Wheaton, IL 60187

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$190,452,000,000

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

637

IL Average: 44
Total Number of Accounts

3,143

IL Average: 2,564
Average Account Size

$60,595,609

IL 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

Patrick Donadio Work History

Patrick has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

First Trust Portfolios L.P

2017 - Present (7 years)

First Trust Advisors L.P

2015 - 2017 (2 years)

New York Life

2014 - 2014 (< 1 year)

Deutsche Bank

2011 - 2015 (4 years)

Hamilton College

*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 Patrick Donadio 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
Paul Brandwein
Wheaton, IL
Estefania Gorman
Austin, TX
James Carlson
Wheaton, IL
Jonathon Digiovanni
Wheaton, IL
David Kinsey
Austin, TX
Joshua Weaver
Eagle, ID
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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