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Daniel Kenneth Cline

Virtus Investment Advisers, Inc.

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About Daniel Kenneth Cline

Daniel Kenneth Cline is an active investment advisor representative registered with Virtus Investment Advisers, Inc. in Connecticut. Daniel Cline has a history in the financial services industry dating back to 2012. Daniel Kenneth Cline is also registered with Fidelity Brokerage Services LLC in Florida and Nuveen Securities, LLC in Illinois. Daniel Cline is series 63, 65, 7, and SIE licensed. Daniel Kenneth Cline has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination.

Firm Information

Daniel Cline 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.

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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Daniel Cline’s Registration & Firm History

CT

02/21/2023 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

IL

05/22/2013 - 02/02/2023

NUVEEN SECURITIES, LLC (CHICAGO IL)

FL

02/27/2012 - 04/09/2013

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 08/09/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Kenneth Cline.
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