DR
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 Maynard Drive, Suite 3200, Park Ridge, NJ, 07656
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 →Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2018 - Present · 7 yrs 2 mos
Vp Distributors LLC
June 2017 - Present · 8 yrs 7 mos
Vp Distributors LLCBroker
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Virtus Fund Advisers, LLC
March 2015 - November 2018 · 3 yrs 8 mos
Ridgeworth Distributors LLCBroker
March 2015 - June 2017 · 2 yrs 3 mos
Lord, Abbett & CO. LLC
June 2003 - February 2015 · 11 yrs 8 mos
Lord Abbett Distributor LLCBroker
September 1999 - February 2015 · 15 yrs 5 mos
State Registrations2 states
CTNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.