Benjamin Samuel Engram

Virtus Investment Advisers, LLC

16 Years of Experience

Broker

View SEC Summary

Virtus Investment Advisers, LLC

Compensation

Fee-Only (AUM)

Firm Size

75 advisors

Number of Clients

105 clients

Average Client Portfolio

$514.1M average

Assets Under Management

$54.0B

Location

3333 Piedmont Road NE Suite 1500, Atlanta, GA, 30305

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History

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.

Employment History

Current Registrations

Virtus Investment Advisers, LLC

November 2024 - Present · 1 yr 3 mos

Vp Distributors LLCBroker

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Fsc Securities CorporationBroker

November 2021 - March 2023 · 1 yr 4 mos

Securities America, INC.Broker

May 2021 - March 2023 · 1 yr 10 mos

LPL Financial LLCBroker

November 2017 - November 2020 · 3 yrs

Global Strategic Investments, LLCBroker

October 2013 - December 2014 · 1 yr 2 mos

LPL Financial LLCBroker

June 2007 - November 2012 · 5 yrs 5 mos

Uvest Financial Services Group, INC.Broker

September 2006 - April 2012 · 5 yrs 7 mos

Banc of America Securities LLCBroker

October 2004 - April 2006 · 1 yr 6 mos

Banc of America Investment Services, INC.Broker

March 2003 - November 2004 · 1 yr 8 mos

State Registrations12 states

AKARCTGAIAIDMNNDORSDWAWI

AdvisorBroker

Exams

No exam information available for this advisor.