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Adam Neumeister

Virtus Investment Advisers, LLC

Carlsbad, CA

Hartford, CT

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Current Employers
Virtus Investment Advisers, Llc

One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-09-26
  • CT RA
    APPROVED
    Since 2025-09-26

Branch Locations

Carlsbad, CA • United States

One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hartford Funds Distributors, Llc Radnor PA 12/2012 04/2017
Brinker Capital Berwyn PA 09/2017 01/2021
Unemployed Hermosa Beach CA 05/2017 08/2017
Valor Consulting & Dstribution, Llc Sunbury OH 03/2021 10/2022
Umb Distribution Services, Llc Milwaukee WI 03/2021 10/2022
Lpl Financial Llc San Diego CA 10/2022 09/2025
Vp Distributors, Llc Carlsbad CA 09/2025 Present
Virtus Investment Advisers, Llc Carlsbad CA 09/2025 Present
  • 12/2012 → 04/2017
    Hartford Funds Distributors, Llc
    Radnor, PA
  • 09/2017 → 01/2021
    Brinker Capital
    Berwyn, PA
  • 05/2017 → 08/2017
    Unemployed
    Hermosa Beach, CA
  • 03/2021 → 10/2022
    Valor Consulting & Dstribution, Llc
    Sunbury, OH
  • 03/2021 → 10/2022
    Umb Distribution Services, Llc
    Milwaukee, WI
  • 10/2022 → 09/2025
    Lpl Financial Llc
    San Diego, CA
  • 09/2025 → Present
    Vp Distributors, Llc
    Carlsbad, CA
  • 09/2025 → Present
    Virtus Investment Advisers, Llc
    Carlsbad, CA
Previous Registrations
  • 2022-10-28 → 2025-09-25
    Lpl Financial Llc
    San Diego, CA
    Carlsbad, CA
  • 2021-07-16 → 2022-12-17
    Valor Consulting & Distribution, Llc
    Hermosa Beach, CA
    Sunbury, OH
  • 2020-10-16 → 2021-01-04
    Orion Portfolio Solutions, Llc
    Omaha, NE
    Hermosa Beach, CA
  • 2017-10-30 → 2020-10-16
    Brinker Capital Inc
    Hermosa Beach, CA
    Berwyn, PA
    Hermosa Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-30
S63 Uniform Securities Agent State Law Examination 2011-01-19
  • S65 Uniform Investment Adviser Law Examination
    2017-10-30
  • S63 Uniform Securities Agent State Law Examination
    2011-01-19
Other Names
  • Adam Edward Neumeister

View on SEC IAPD

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