William Laplante
William Laplante is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
One Financial Plaza, 26th Floor, Hartford, CT, 06103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is the President of BL+DN Enterprises, LLC, a real estate LLC. He spends a few hours per week on this business, which is not investment-related.
Employment History
Current Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Ridgeworth Distributors LLCBroker
Foreside Distribution Services, L.P.Broker
Enterprise Fund Distributors, INC.Broker
Princor Financial Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.