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Sara McDowell

Virtus Investment Advisers, Inc.

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About Sara McDowell

Sara McDowell is a registered investment advisor representative with Virtus Investment Advisers, Inc. Sara has been in the financial services industry for over two years. She is a Series 7 and Series 66 license holder. Sara has a strong background in financial planning and investment management. Previously Sara worked at Edward Jones. Sara is dedicated to providing her clients with personalized financial advice.

Firm Information

Sara McDowell 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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Sara McDowell’s Registration & Firm History

CT

04/20/2018 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

NY

08/26/2016 - 03/14/2018

EDWARD JONES (SCARSDALE NY)

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Licenses & Designations

BOTH

Issued 09/24/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara McDowell.
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