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Virtus Investment Advisers, LLC CRD 106982
$51.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-10-24 |
Branch Locations
3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305 • United States
One Financial Plaza 26Th Floor, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Atlanta | GA | 11/2014 | 10/2016 |
| Jpmorgan Securities Llc | Atlanta | GA | 10/2016 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 09/2017 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 06/2019 | 06/2021 |
| Unemployed | Smyrna | GA | 03/2019 | 06/2019 |
| Bank Of America N.A. | Alpharetta | GA | 09/2019 | 06/2021 |
| Morgan Stanley | Atlanta | GA | 06/2021 | 06/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | 06/2022 |
| Virtus Investment Partners | Atlanta | GA | 10/2022 | Present |
| Unemployed | Smyrna | GA | 06/2022 | 10/2022 |
| Vp Distributors Llc | Atlanta | GA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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