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Eric Lutz

Virtus Investment Advisers, Inc.

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About Eric Lutz

Eric Lutz is a financial professional with Virtus Investment Advisers, Inc. Eric is registered with FINRA and the state of Connecticut and holds the Series 7TO, SIE, and Series 66 securities licenses. Eric is a highly experienced advisor with expertise in investment management for investment companies.

Firm Information

Eric Lutz 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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Eric Lutz’s Registration & Firm History

CT

01/24/2022 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 01/21/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Lutz.
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