AS
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
1301 Avenue of the Americas, 14th Floor, New York, NY, 10009
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
May 2025 - Present · 8 mos
Vp Distributors LLC
May 2025 - Present · 8 mos
Vp Distributors LLCBroker
May 2025 - Present · 8 mos
Previous Registrations
Lord, Abbett & CO. LLC
January 2023 - April 2024 · 1 yr 3 mos
Lord Abbett Distributor LLCBroker
July 2021 - April 2024 · 2 yrs 9 mos
State Registrations7 states
COCTMTNMNYUTWY
AdvisorBroker
Exams
No exam information available for this advisor.