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Remell Walter Chung

Virtus Investment Advisers, Inc.

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About Remell Walter Chung

Remell Chung is a financial professional with over 17 years of experience in the financial services industry. Remell has worked for several prominent firms, including UBS Financial Services Inc., UBS Global Asset Management (US) Inc., and UBS Funds Services (USA) LLC. Remell currently works as a registered representative for Virtus Investment Advisers, Inc. in Hartford, CT. Remell's experience spans a range of investment advisory services. Remell holds the Series 7, SIE, and Series 66 licenses.

Firm Information

Remell Chung 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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Remell Chung’s Registration & Firm History

CT

02/16/2024 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

06/21/2013 - 02/05/2018

UBS FUND SERVICES (USA) LLC (HARTFORD CT)

NY

07/19/2006 - 04/08/2013

UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)

NJ

09/28/2004 - 07/19/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 02/16/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/01/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Remell Walter Chung.
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