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Michael L Feldman

Virtus Investment Advisers, Inc.

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About Michael L Feldman

Michael Feldman is a Registered Representative and Investment Advisor Representative who has been in the industry since 2014. Michael is currently employed by Virtus Investment Advisers, Inc. and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael specializes in investment companies and has a strong understanding of investment strategies. Michael has Series 66, SIE and Series 7 licenses and has a proven track record of success in the financial services industry.

Firm Information

Michael Feldman 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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Michael Feldman’s Registration & Firm History

CT

11/09/2016 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

12/15/2014 - 10/25/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)

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Licenses & Designations

BOTH

Issued 03/05/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael L Feldman.
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