Sara
Mcdowell
Virtus Investment Advisers, Inc
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About this Advisor
Sara Mcdowell is a financial advisor working out of Hartford, Connecticut with 5 years of industry experience. Mcdowell is on the advisory team at Virtus Investment Advisers, Inc. Mcdowell has gained experience at Edward Jones, Proper Inc, 24Seven, Inc, Abc Carpet & Home, Saks Fifth Avenue, Virtus Investment Partners, Vp Distributors LLC and Allure Eyewear. Mcdowell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Virtus Investment Advisers, Inc is an advisory company operating out of Hartford, CT. The company has offices in two locations and a total of seven employees. It handles $46 billion in assets under management among its 82 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The advisory firm has 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 are based on the financial services. However, fees billed by Virtus Investment Advisers, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Sara Mcdowell Work History
Sara has been registered as a financial advisor for 5 years.*
Virtus Investment Partners
Vp Distributors LLC
Edward Jones
Proper Inc
24Seven, Inc
Abc Carpet & Home
Saks Fifth Avenue
Saks Fifth Avenue
Allure Eyewear
*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 Sara Mcdowell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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