Alexander P Brozyna

First Trust Advisors LP

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

First Trust Advisors LP

Compensation

Fee-Only (AUM)

Firm Size

555 advisors

Number of Clients

5,033 clients

Average Client Portfolio

$50.9M average

Assets Under Management

$256.3B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Alexander is a member of the Audit & Investment Committee for the United Ukranian American Relief Committee, a non-profit organization. He reviews the foundation's endowment and assists with investment reviews, dedicating minimal time to this volunteer position.