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Advisors / Texas / Austin
6yrs

Robert Gordon

Financial advisor at First Trust Advisors

Based in Austin, Texas, Robert Gordon is a fiduciary financial advisor with 6 years of industry experience. Robert has been with First Trust Advisors since 2021. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.

One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.

Austin, TX 78701Fiduciary advisor

At a glance

Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeIbc Building 500 West 5th Street, Austin, TX 78701
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state

Services through First Trust Advisors

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call First Trust Advisors at (630) 765-8000 and ask for Robert Gordon. Robert works from the Austin, TX office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2021, about 6 years. 6 years in the industry.

What licenses does Robert hold?

Series 66. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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