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 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
December 2016 - Present · 9 yrs 1 mo
Vp Distributors LLC
November 2016 - Present · 9 yrs 2 mos
Vp Distributors LLCBroker
November 2016 - Present · 9 yrs 2 mos
State Registrations3 states
COCTMI
AdvisorBroker
Exams
No exam information available for this advisor.