DM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
75 advisors
Number of Clients
105 clients
Average Client Portfolio
$514.1M average
Assets Under Management
$54.0B
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Advisor Information
Office location
One Financial Plaza, 26th Floor, Hartford, CT, 06103
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald is a 10% owner and CFO of Ostrich Vision LLC, the controlling entity for ICBallers, a sports-related networking website. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2012 - Present · 13 yrs 2 mos
Vp Distributors LLC
November 2012 - Present · 13 yrs 2 mos
Vp Distributors LLCBroker
November 2012 - Present · 13 yrs 2 mos
Previous Registrations
Eaton Vance Management
August 2009 - October 2012 · 3 yrs 2 mos
Eaton Vance Distributors, INC.Broker
November 2001 - October 2012 · 10 yrs 11 mos
Lincoln Financial Distributors, INC.Broker
April 2001 - November 2001 · 7 mos
H&r Block Financial Advisors, INC.Broker
July 1996 - December 2000 · 4 yrs 5 mos
Charles Schwab & Co., INC. Broker
November 1995 - July 1996 · 8 mos
Olde Discount CorporationBroker
April 1993 - September 1995 · 2 yrs 5 mos
Yee, Desmond, Schroeder & Allen, INC.Broker
January 1993 - March 1993 · 2 mos
R a F Financial CorporationBroker
May 1992 - January 1993 · 8 mos
Franklin-Lord, INC.Broker
December 1991 - June 1992 · 6 mos
State Registrations3 states
CTINTN
AdvisorBroker
Exams
No exam information available for this advisor.