AC
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 →Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2024 - Present · 1 yr 2 mos
Vp Distributors LLC
November 2024 - Present · 1 yr 2 mos
Vp Distributors LLCBroker
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Foreside Financial Services, LLCBroker
October 2023 - November 2024 · 1 yr 1 mo
Aristotle Capital Management, LLC
June 2018 - November 2024 · 6 yrs 5 mos
Imst Distributors, LLCBroker
January 2018 - October 2023 · 5 yrs 9 mos
State Registrations2 states
CACT
AdvisorBroker
Exams
No exam information available for this advisor.