Claim Profile
Unclaimed Profile
RH

Robert Scott Hall

FIRST TRUST ADVISORS LP·WHEATON, Illinois
SIE, Series 7, Series 24, Series 63Clean recordFIRST TRUST ADVISORS LP
120 E. LIBERTY DRIVE, WHEATON, IL 60187CRD# 722085Firm CRD# 107027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Scott Hall · WHEATON, IL
Registration
CRD #722085 · FIRST TRUST ADVISORS LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FIRST TRUST ADVISORS LP
CRD 107027 · SEC 801-39950
AUM
$210.9B
Regulatory assets under management
Employees
426
2,926 client accounts
Services offered by FIRST TRUST ADVISORS LP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
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 WHEATON?

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

04

Frequently Asked Questions

What services does Robert Scott Hall offer?
Robert Scott Hall specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are Robert Scott Hall's credentials?
Robert Scott Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Scott Hall located?
Robert Scott Hall is based in WHEATON, Illinois, working with FIRST TRUST ADVISORS LP. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Robert Scott Hall charge for services?
Robert Scott Hall's firm is compensated through percentage of aum, other: fixed fees per unit (uits) for portfolio supervisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST TRUST ADVISORS LP?
FIRST TRUST ADVISORS LP has approximately 426 employees and manages $210.9B 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 →