Julie
Messer

Virtus Investment Advisers, Inc

CRD#4238213
Investment Advisor
in Hartford, CT

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About this Advisor

Julie Messer is a financial advisor based in Hartford, Connecticut, working with Virtus Investment Advisers, Inc. Julie has previously held positions at Virtus Investment Partners and Vp Distributors Inc. Julie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Julie is part of Virtus Investment Advisers, Inc, which operates out of Hartford, Connecticut. The firm has 2 offices and 8 employees. The firm manages assets totaling $47.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Virtus Investment Advisers, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

One Financial Plaza 26Th Floor
Hartford, CT 06103

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Virtus Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$47,757,397,830

CT Average: $5,297,377,271
Total Number of Employees

8

CT Average: 35
Total Number of Accounts

82

CT Average: 690
Average Account Size

$582,407,291

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Julie Messer Work History

2009 - Present (15 years)

Vp Distributors Inc

2008 - Present (16 years)

Virtus Investment Partners

Disclosures

Please visit the SEC profile of Julie Messer 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

Edward Kushma
Hartford, CT
Lijo John
Huntington Valley, PA
Marcia Pereira
Hartford, CT
John Crocevera
Hartford, CT
Kennisha Flewellen
Hartford, CT
Kevin Kloski
Hartford, CT
Nicholas Butler
Hartford, CT
Francis Edsall
Oceanside, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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