Adam Neumeister is a registered investment advisor at Virtus Investment Advisers, LLC, based in Carlsbad, CA, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
Carlsbad, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Vp Distributors LLC
September 2025 - Present · 7 mos
Virtus Investment Advisers, LLC
September 2025 - Present · 7 mos
Vp Distributors LLCBroker
September 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
October 2022 - September 2025 · 2 yrs 11 mos
LPL Financial LLCBroker
October 2022 - September 2025 · 2 yrs 11 mos
Valor Consulting & Distribution, LLC
July 2021 - December 2022 · 1 yr 5 mos
Umb Distribution Services, LLCBroker
April 2021 - August 2022 · 1 yr 4 mos
Brinker Capital Investments, LLC.
October 2020 - January 2021 · 3 mos
Brinker Capital INC
October 2017 - October 2020 · 3 yrs
Brinker Capital Securities, LLCBroker
September 2017 - January 2021 · 3 yrs 4 mos
Hartford Funds Distributors, LLCBroker
December 2012 - April 2017 · 4 yrs 4 mos
Hartford Life Distributors, LLCBroker
January 2011 - December 2012 · 1 yr 11 mos
State Registrations3 states
AZCACT
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.