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Michelle Gallo

Virtus Fixed Income Advisers, LLC

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About Michelle Gallo

Michelle Gallo is an investment advisor representative with Virtus Fixed Income Advisers, LLC. Michelle has been in the financial services industry since November 2, 2005. Michelle has passed the Series 7, Series 63, Series 66 and SIE exams. Michelle's previous employers include Ridgeworth Distributors LLC and Sanford C. Bernstein & Co., Inc.. Michelle's registrations are currently active in Connecticut and New Jersey.

Firm Information

Michelle Gallo is currently registered with Virtus Fixed Income Advisers, LLC. Virtus Fixed Income Advisers, LLC is an investment adviser registered with the SEC. The firm manages over $32.8 billion in assets for a wide range of clients, including insurance companies, investment companies, charitable organizations, and high net worth individuals. They offer a variety of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm is based in Hartford, CT.
Virtus Fixed Income Advisers, LLC

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$32.78B

Assets Under Management

2

Total Clients

5

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michelle Gallo’s Registration & Firm History

CT

06/21/2013 - Present

Virtus Fixed Income Advisers, LLC (HARTFORD CT)

NJ

12/21/2012 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (PARK RIDGE NJ)

NY

05/08/1992 - 06/25/1999

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Gallo.
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