Michelle
Gallo

Virtus Fixed Income Advisers, LLC

CRD#2214280
Investment Advisor
in Hartford, CT

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About this Advisor

Michelle Gallo is a financial advisor based out of Hartford, Connecticut with 10 years of relevant experience. Gallo currently works for Virtus Fixed Income Advisers, LLC. Their career trajectory has included roles at Vp Distributors LLC, Seix Investment Advisors LLC and Ridgeworth Distributors, LLC. Gallo holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can operate in New Jersey. Virtus Fixed Income Advisers, LLC is a business that has its headquarters in Hartford, CT. The investment advisory business has offices in six locations and a total of 104 financial advisors. It has $32 billion in assets between its 206 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 16 charitable organizations. Of its 206 customer accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Virtus Fixed Income Advisers, LLC provides a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Virtus Fixed Income Advisers, LLC likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

One Financial Plaza
Hartford, CT 06103

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Virtus Fixed Income Advisers, LLC Brokerage Details

Total Assets Under Management

$32,095,325,401

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

104

CT Average: 35
Total Number of Accounts

206

CT Average: 690
Average Account Size

$155,802,550

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Michelle Gallo Work History

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

2017 - Present (7 years)

Vp Distributors LLC

1999 - Present (25 years)

Seix Investment Advisors LLC

2012 - 2017 (5 years)

Ridgeworth 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 Michelle Gallo 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 Fixed Income Advisers, LLC

Robert Spada
Manchester, CT
Julie Vinar
Atlanta, GA
Michael Sebesta
Hartford, CT
Michelle Gallo
Hartford, CT
Kimberly Maichle
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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