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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 | 2026-08-10 |
Branch Locations
South Miami, FL • 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 |
|---|---|---|---|---|
| Citigroup | Miami | FL | 03/2014 | 05/2019 |
| Schroder Investment Management North America Inc | New York | NY | 05/2019 | 01/2022 |
| M&G Investment Management Limited | Miami | FL | 01/2022 | 04/2026 |
| Foreside Financial Services, Llc | Miami | FL | 02/2022 | 04/2026 |
| Vp Distributors, Llc | South Miami | FL | 04/2026 | Present |
| Virtus Investment Advisers, Llc | South Miami | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S66 | Uniform Combined State Law Examination | 2015-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-16 |
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