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Lynn Strong

First Trust Advisors LP
13 Years of Experience
Seattle, WA
1 DisclosureBroker
View SEC Summary
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Lynn Strong is a registered investment advisor at First Trust Advisors LP, based in Seattle, WA, with 13 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 5,731 clients with $310B in assets under management.

First Trust Advisors LP
Compensation
Fee-Only (% of Portfolio)
Firm Size
607 advisors
Number of Clients
5,731 clients
Average Client Portfolio
$54.0M average
Assets Under Management
$309.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by strategy, ranging from 0.00% to 1.00% annually depending on the specific separately managed account strategy chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Seattle, WA

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History

Regulatory History (1)
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Financial
June 2021
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
First Trust Advisors LP
July 2022 - Present · 4 yrs 3 mos
First Trust Portfolios L.P.
November 2021 - Present · 4 yrs 11 mos
First Trust Portfolios L.P.Broker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Foreside Fund Services, LLCBroker
May 2020 - October 2021 · 1 yr 5 mos
J.P. Morgan Institutional Investments INC.Broker
January 2016 - March 2020 · 4 yrs 2 mos
Tiaa-Cref Advice and Planning Services
November 2015 - December 2015 · 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2012 - December 2015 · 3 yrs 1 mo
State Registrations6 states
AKCAIDILORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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