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

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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.

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Employment History
Current Registrations
Virtus Investment Advisers, LLC
December 2023 - Present · 2 yrs 1 mo
Vp Distributors LLCBroker
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Umergence LLCBroker
April 2023 - December 2023 · 8 mos
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.