Aaron
Platteis
Virtus Investment Advisers, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Aaron Platteis is a financial advisor working out of Hartford, Connecticut, who has 5 years of industry experience. Platteis is on the advisory team at Virtus Investment Advisers, Inc. During their career, the advisor has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, First Niagara Bank, Lpl Financial LLC, Key Investment Services LLC, Key Bank, Virtus Investment Partners and Vp Distributors LLC. Platteis holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to serve investors in Connecticut. Virtus Investment Advisers, Inc is a registered investment firm operating out of Hartford, CT. The firm has offices in two locations and a total of seven financial advisors. It administers $46 billion in assets among its 82 accounts, placing it among the biggest firms in the nation by assets under management. Virtus Investment Advisers, Inc offers a number of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors depend on the type of financial services provided. Fees charged by Virtus Investment Advisers, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Virtus Investment Advisers, Inc Brokerage Details
$46,245,613,255
7
82
$563,970,893
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Aaron Platteis Work History
Aaron has been registered as a financial advisor for 5 years.*
Virtus Investment Partners
Vp Distributors LLC
Key Investment Services LLC
Key Investment Services LLC
Key Bank
Pruco Securities, LLC
The Prudential Insurance Company Of America
First Niagara Bank
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Platteis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Virtus Investment Advisers, Inc
Atlanta, GA
Hartford, CT
Colleyville, TX
Hartford, CT
Atlanta, GA
Hartford, CT
Hartford, CT
Hartford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
