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Samuel Robert Corr

Investment Adviser Representative at First Trust Advisors LP

Waltham, MACRD #7997606Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Samuel Robert Corr is an investment adviser representative with First Trust Advisors LP in Waltham, MA, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Illinois and Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois, Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/1/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

First Trust Advisors LPCurrent
11/1/2024 – Waltham, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. First Trust Advisors L.P.
    Oct 2024 – no end date reportedWheaton, IL
  2. First Trust Direct Indexing
    May 2021 – no end date reportedBoston, MA
  3. Northeastern University
    Jan 2021 – May 2021Boston, MA
  4. Arrowstreet Capital
    Jul 2020 – Dec 2020Boston, MA
  5. Northeastern University
    Jan 2020 – Jul 2020Boston, MA
  6. Wellington Management
    Jun 2019 – Jan 2020Boston, MA
  7. Northeastern University
    Jan 2019 – Jun 2019Boston, MA
  8. Wellington Management
    Jun 2018 – Jan 2019Boston, MA
  9. Northeastern University
    Sep 2016 – Jun 2018Boston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About First Trust Advisors LP

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Performance-based fees
  • Other
Firm account minimum
$50,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Direct Indexing, Premium Direct Indexing™, Custom Option Solutions, Structured Investment Strategies, Equity Strategies, Values Based Strategies, Neutral Strategies, Defensive Strategies

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Direct IndexingPremium Direct IndexingCustom Option SolutionsStructured Investment StrategiesEquity StrategiesValues Based StrategiesNeutral StrategiesDefensive Strategies

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
605
Offices listed on AdvisorFinder:
3
Main office:
Wheaton, IL
SEC file number:
801-39950

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Robert Corr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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