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Lauren Elizabeth Marx

Virtus Investment Advisers, Inc.

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About Lauren Elizabeth Marx

Lauren Elizabeth Marx is a registered investment advisor representative at Virtus Investment Advisers, Inc. Lauren has been in the financial industry since 2008 and holds Series 6, 7, 63, 66, and 24 licenses. Lauren has been registered with Virtus Investment Advisers, Inc. since 2013. Previously, Lauren worked at MetLife Investors Distribution Company and MetLife Securities Inc. Lauren's areas of specialization include portfolio management for investment companies and the selection of other advisors.

Firm Information

Lauren Marx 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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Lauren Marx’s Registration & Firm History

CT

11/21/2013 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

03/04/2011 - 08/07/2013

METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)

RI

01/01/2007 - 03/18/2009

METLIFE SECURITIES INC. (WARWICK RI)

RI

01/01/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WARWICK RI)

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Licenses & Designations

BOTH

Issued 11/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Elizabeth Marx.
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