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Joni Hope Rheingold

Virtus Investment Advisers, Inc.

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About Joni Hope Rheingold

Joni Hope Rheingold is a registered investment advisor representative with Virtus Investment Advisers, Inc. in Easton, CT. Joni has been in the securities industry since 2003. Joni is also a board member for UCONN, a nonprofit organization in Storrs, CT. Joni has been in the securities industry since 2003.

Firm Information

Joni Rheingold 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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Joni Rheingold’s Registration & Firm History

CT

02/09/2021 - Present

Virtus Investment Advisers, Inc. (EASTON CT)

NY

09/08/2003 - 02/01/2021

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/31/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/05/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joni Hope Rheingold.
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