Diane
Reed

Virtus Investment Advisers, Inc

CRD#4001780
Investment Advisor
in Park Ridge, NJ

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About this Advisor

Diane Reed is a financial advisor based out of Park Ridge, New Jersey with a total of 5 years of industry experience. Reed is on the advisory team at Virtus Investment Advisers, Inc. Over the course of their career, Reed has held roles at Lord Abbett Distributor LLC, Ridgeworth Distributors LLC, Ridgeworth Capital Management LLC and Vp Distributors LLC. Reed has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Virtus Investment Advisers, Inc is a registered investment company headquartered in Hartford, CT. The company has offices in two locations and a total of seven employees. It administers $46 billion in total assets among its 82 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The advisory firm performs a number of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fee schedules depend on which service is offered. However, fees charged by Virtus Investment Advisers, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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 Maynard Drive Suite 3200
Park Ridge, NJ 07656

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Virtus Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$46,245,613,255

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

7

NJ Average: 35
Total Number of Accounts

82

NJ Average: 690
Average Account Size

$563,970,893

NJ Average: $7,677,358

Investment Advisory Services

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

Diane Reed Work History

Diane has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Vp Distributors LLC

2017 - Present (7 years)

Vp Distributors LLC

2015 - 2017 (2 years)

Ridgeworth Distributors LLC

2015 - 2017 (2 years)

Ridgeworth Capital Management LLC

1998 - 2015 (17 years)

Lord Abbett Distributor 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 Diane Reed 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
Daniel Cline
Hartford, CT
Michael Feldman
Hartford, CT
John Fucigna
Hartford, CT
Aaron Platteis
Hartford, CT
Mallory Carr
Colleyville, TX
John Cook
Atlanta, GA
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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