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William Edwin Bond

Virtus Investment Advisers, Inc.

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About William Edwin Bond

William Bond is a registered Investment Advisor Representative with Virtus Investment Advisers, Inc. William is licensed in Connecticut, New Jersey, and New York. William has over 25 years of experience in the financial services industry. Prior to joining Virtus, William worked at Blackrock Investments, LLC in Chicago, Illinois. William holds the Series 6, 7, 63, and 65 licenses and the SIE exam.

Firm Information

William Bond 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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William Bond’s Registration & Firm History

NJ

03/29/2017 - Present

Virtus Investment Advisers, Inc. (RIDGEWOOD NJ)

IL

03/02/2011 - 02/28/2017

BLACKROCK INVESTMENTS, LLC (CHICAGO IL)

IL

11/10/2010 - 02/22/2011

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

RI

04/19/2004 - 11/22/2010

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

TX

09/10/1999 - 03/22/2004

VAN KAMPEN FUNDS INC. (HOUSTON TX)

NY

05/19/1997 - 08/25/1999

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

RI

05/10/1995 - 04/18/1997

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 08/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1996

Series 7 - General Securities Representative Examination

BC

Issued 05/09/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Edwin Bond.
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