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Corey Michael Millhouse

First Trust Advisors LP

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About Corey Michael Millhouse

Corey Michael Millhouse is a registered investment advisor representative with First Trust Advisors LP in Wheaton, Illinois. Corey holds Series 7, Series 66, and SIE licenses and has been in the industry since March 2023. Corey has experience at Columbia Management Investment Distributors, Inc. in Boston, Massachusetts. Corey provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Corey is also a registered investment advisor representative in Tennessee. Corey's firm, First Trust Advisors LP, manages approximately $210 billion in assets.

Firm Information

Corey Millhouse is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed fees per unit (uits) for portfolio supervisory services

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Corey Millhouse’s Registration & Firm History

IL

02/08/2024 - Present

First Trust Advisors LP (WHEATON IL)

MA

09/22/2023 - 02/04/2024

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

03/03/2023 - 09/20/2023

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 01/20/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Michael Millhouse.
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