Samuel
Tully

First Trust Advisors Lp

CRD#6012775
Investment Advisor
in Seattle, WA
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About this Advisor

Samuel Tully is a financial advisor operating out of Seattle, Washington, who has been in the financial industry for 12 years. Tully is an advisor for First Trust Advisors Lp. The advisor has gained experience at Pioneer Investments, Equinox Fitness, Boston University Fitness And Recreation Center, Boston University, First Trust Advisors L.P and First Trust Portfolios L.P. Tully holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Illinois. First Trust Advisors Lp is a financial advisory firm based in Seattle, Washington. The company has a total of 440 people on staff. It has $119 billion in assets under management among its 3,561 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The company has 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, publication of newsletters and security rating services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by First Trust Advisors Lp can include asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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, Security ratings or pricing services

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

Seattle, WA

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First Trust Advisors Lp Brokerage Details

Total Assets Under Management

$118,946,000,000

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

440

WA Average: 44
Total Number of Accounts

3,561

WA Average: 2,564
Average Account Size

$33,402,415

WA Average: $2,603,165

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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
  • Security ratings or pricing services

Samuel Tully Work History

Samuel has 12 years of experience.

2016 - Present (3 years)

First Trust Advisors L.P

2016 - Present (3 years)

First Trust Portfolios L.P

2011 - 2016 (5 years)

Pioneer Investments

2009 - 2011 (2 years)

Equinox Fitness

2007 - 2009 (2 years)

Boston University Fitness And Recreation Center

2006 - 2009 (3 years)

Boston University

Disclosures

Samuel Tully has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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