Unclaimed Profile

Robert Carr

FIRST TRUST INVESTMENT SOLUTIONS L.P.·NAPLES, Florida

SIE, Series 4, Series 7, Series 24, Series 66Clean record17 years registeredFIRST TRUST INVESTMENT SOLUTIONS L.P.

9130 GALLERIA COURT, NAPLES, FL 34109CRD# 5586883Firm CRD# 328327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Carr · NAPLES, FL

Registration

CRD #5586883 · FIRST TRUST INVESTMENT SOLUTIONS L.P. · 17 years registered

Brand Profile

Not yet started

Career History

FIRST TRUST PORTFOLIOS L.P.

May 2025 – present

FIRST TRUST ADVISORS LP

Dec 2024 – present

FIRST TRUST INVESTMENT SOLUTIONS L.P.

Oct 2023 – Dec 2024

NAPLES, FL

GYROSCOPE CAPITAL MANAGEMENT GROUP LLC

Dec 2009 – Dec 2023

NAPLES, FL

MOORS & CABOT, INC

Apr 2009 – Jan 2020

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 66

Registration record

First registered · April 21, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST TRUST INVESTMENT SOLUTIONS L.P.

CRD 328327 · SEC 801-128828

AUM

$518M

Regulatory assets under management

Employees

800 client accounts

Services offered by FIRST TRUST INVESTMENT SOLUTIONS L.P.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at FIRST TRUST INVESTMENT SOLUTIONS L.P. →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Carr offer?

Robert Carr specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Robert Carr's credentials?

Robert Carr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Carr located?

Robert Carr is based in NAPLES, Florida, working with FIRST TRUST INVESTMENT SOLUTIONS L.P.. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Robert Carr charge for services?

Robert Carr's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST TRUST INVESTMENT SOLUTIONS L.P.?

FIRST TRUST INVESTMENT SOLUTIONS L.P. has approximately 8 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →