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Francis Edwin Edsall

Virtus Investment Advisers, Inc.

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About Francis Edwin Edsall

Francis Edwin Edsall III is a registered investment advisor representative with Virtus Investment Advisers, Inc. Francis Edwin Edsall III has been in the industry since 2000. Francis Edwin Edsall III works out of the firm's OCEANSIDE, CA office. Francis Edwin Edsall III has also held positions at Ridgeworth Distributors LLC, NGAM DISTRIBUTION, L.P., CAPITAL BROKERAGE CORPORATION, AIG SUNAMERICA CAPITAL SERVICES, INC., UBS FINANCIAL SERVICES INC., ROYAL ALLIANCE ASSOCIATES, INC., ALLMERICA INVESTMENTS, INC. and PACIFIC SELECT DISTRIBUTORS, INC. Francis Edwin Edsall III is licensed in Arizona, California and Connecticut.

Firm Information

Francis Edsall 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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Francis Edsall’s Registration & Firm History

CA

11/19/2018 - Present

Virtus Investment Advisers, Inc. (OCEANSIDE CA)

ME

10/07/2014 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)

MA

03/08/2011 - 04/09/2014

NGAM DISTRIBUTION, L.P. (BOSTON MA)

VA

02/01/2007 - 01/21/2011

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NJ

10/18/2004 - 01/05/2007

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

NJ

11/26/2003 - 11/04/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

AZ

09/06/2002 - 11/25/2003

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MA

04/30/2001 - 08/16/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

CA

08/28/2000 - 02/22/2001

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 04/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/18/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2003

Series 7 - General Securities Representative Examination

BC

Issued 08/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francis Edwin Edsall.
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