Kyle
Wells

Virtus Investment Advisers, Inc

CRD#5699132
Investment Advisor
in Hartford, CT

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About this Advisor

Kyle Wells is a financial advisor working out of Hartford, Connecticut who has 10 years of relevant experience. Wells is an advisor for Virtus Investment Advisers, Inc. Wells has gained experience at Virtus Investment Partners and Vp Distributors LLC. Wells has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Connecticut. Virtus Investment Advisers, Inc is an advisory firm that has its headquarters in Hartford, CT. The company has offices in two locations and a total of seven advisors. It oversees $46 billion in assets among its 82 accounts, placing it among the biggest firms in the nation by assets under management. The firm offers a number of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors typically depend on which service is offered. However, fees billed by Virtus Investment Advisers, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

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

$46,245,613,255

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

7

CT Average: 35
Total Number of Accounts

82

CT Average: 690
Average Account Size

$563,970,893

CT Average: $7,677,358

Investment Advisory Services

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

Kyle Wells Work History

Kyle has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Virtus Investment Partners

2013 - Present (11 years)

Vp Distributors 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 Kyle Wells 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

Peter Sullivan
Hartford, CT
Mallory Carr
Colleyville, TX
Kyle Wells
Hartford, CT
Vincent Taylor
Hartford, CT
John Fucigna
Hartford, CT
Michael Feldman
Hartford, CT
Daniel Cline
Hartford, CT
Jacob Hill
Atlanta, GA

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.

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