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Alexander Logan

Virtus Investment Advisers, Inc.

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About Alexander Logan

Alexander Logan is a registered investment advisor representative with Virtus Investment Advisers, Inc.. Alexander Logan has been working in the financial services industry since 2023 and has a Series 7TO, Series 63, Series 24 and Series 65 licenses. Alexander Logan is also registered to provide investment advisory services in Connecticut. Previously, Alexander Logan was employed by UMERGENCE LLC in Plantsville, Connecticut. Alexander Logan's current registrations include Investment Adviser Representative (IA Rep), and Securities Agent (Agent). Alexander Logan has no designations. Alexander Logan has experience in the financial services industry and is able to provide a variety of financial services to clients.

Firm Information

Alexander Logan is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Logan’s Registration & Firm History

CT

12/19/2023 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

04/07/2023 - 12/15/2023

UMERGENCE LLC (PLANTSVILLE CT)

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Licenses & Designations

IA

Issued 10/23/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 04/07/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Logan.
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