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GK

Garrett W. Komiskey

FIRST TRUST ADVISORS LP
NAPLES, FL 34109
Some features on this profile are disabled
CRD#: 5637672
GK

Professional summary


Garrett Wayne Komiskey, who also goes by Garrett Wayne Komiskey, is a registered financial advisor currently at FIRST TRUST ADVISORS LP located in Naples, Florida.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Garrett has worked at 5 firms and has passed the Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Garrett Wayne Komiskey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Garrett Wayne Komiskey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 5, 2024 - Present

FIRST TRUST ADVISORS LP

Office #1: 9130 Galleria Court Suite 202, Naples, FL 34109
RIA
CRD#: 107027
NAPLES, FL
Past

August 12, 2024 - December 20, 2024

FIRST TRUST INVESTMENT SOLUTIONS L.P.

RIA
CRD#: 328327
NAPLES, FL
Past

January 21, 2016 - June 5, 2019

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
Tampa, FL
Past

March 3, 2015 - January 12, 2016

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
Tampa, FL
Past

February 9, 2010 - March 4, 2015

CABRERA CAPITAL MARKETS, LLC

BD
CRD#: 10081
TAMPA, FL
Past

March 24, 2009 - February 9, 2010

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
TAMPA, FL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FT
FIRST TRUST ADVISORS LP
FIRST TRUST ADVISORS LP

CRD#: 107027 / SEC#: 801-39950

RIA
Registered Investment Advisory firm - (10/4/1991 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/16/2024)
IAR
Illinois
(11/5/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 4/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 8/10/2009
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FT
FIRST TRUST ADVISORS LP
FIRST TRUST ADVISORS LP

CRD#: 107027 / SEC#: 801-39950

RIA
Registered Investment Advisory firm - (10/4/1991 Approved)
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Contact information


Main Address
120 E. Liberty Drive Suite 400, Wheaton, IL 60187
Mailing Address
Phone number
(630) 765-8000
Established
Firm type
Fiscal year end
# of Employees
520

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FTA FORM ADV PART 2A BROCHURE - 03.31.2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts5,033
AUM (Assets Under Management)$ 256,328,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST TRUST ADVISORS LP

CRD#: 107027Naples, FL 34109

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