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
Loading...

Advisor Information

Office location

One Financial Plaza, 26th Floor, Hartford, CT, 06103

Get directions
Regulatory 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
Vp Distributors LLC
April 2025 - Present · 9 mos
Virtus Investment Advisers, LLC
April 2025 - Present · 9 mos
Vp Distributors LLCBroker
April 2025 - Present · 9 mos
Previous Registrations
Bahl & Gaynor INC
February 2024 - April 2025 · 1 yr 2 mos
Quasar Distributors, LLCBroker
January 2024 - March 2025 · 1 yr 2 mos
Virtus Investment Advisers, INC.
March 2020 - September 2023 · 3 yrs 6 mos
Vp Distributors LLCBroker
February 2020 - September 2023 · 3 yrs 7 mos
State Registrations2 states
CTGA
AdvisorBroker
Exams
No exam information available for this advisor.