AM
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
3333 Piedmont Road Ne, Suite 1500, Atlanta, GA, 30305
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
October 2022 - Present · 3 yrs 3 mos
Vp Distributors LLC
October 2022 - Present · 3 yrs 3 mos
Vp Distributors LLCBroker
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Morgan Stanley
July 2021 - June 2022 · 11 mos
Morgan Stanley Broker
July 2021 - June 2022 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - July 2021 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 2019 - July 2021 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - April 2019 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2017 - April 2019 · 1 yr 6 mos
J.P. Morgan Securities LLC
October 2016 - October 2017 · 1 yr
J.P. Morgan Securities LLC Broker
October 2016 - October 2017 · 1 yr
Edward Jones
March 2015 - October 2016 · 1 yr 7 mos
Edward Jones Broker
December 2014 - October 2016 · 1 yr 10 mos
State Registrations9 states
AZCACTGAIAILMNMOWI
AdvisorBroker
Exams
No exam information available for this advisor.