Compensation
Fee-Only (AUM)
Firm Size
75 advisors
Number of Clients
105 clients
Average Client Portfolio
$514.1M average
Assets Under Management
$54.0B
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Location

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

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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.

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Employment History
Current Registrations
Virtus Investment Advisers, LLC
June 2024 - Present · 1 yr 8 mos
Vp Distributors LLCBroker
June 2024 - Present · 1 yr 8 mos
Vp Distributors LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - January 2024 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2022 - January 2024 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - September 2021 · 3 mos
State Registrations4 states
CACTNVNY
AdvisorBroker
Exams
No exam information available for this advisor.