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Michael Feldman (CRD# 6402778) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 9 years of experience in the finance industry.
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CRD# 2093525
Integrated Wealth Concepts LLC
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CRD# 1654
Janney Montgomery Scott LLC
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CRD# 6423673
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Vp Distributors LLC | Hartford, CT | Nov 2016 - Current | 7 |
Virtus Investment Partners | Hartford, CT | Oct 2016 - Current | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford, CT | Sep 2014 - Oct 2016 | 2 |
Bank Of America N.a | Farmington, CT | Feb 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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