Joni Rheingold
Joni Rheingold is a registered investment advisor at Virtus Investment Advisers, LLC, based in Easton, CT, with 23 years of industry experience. Joni 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
Easton, CT
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Joni is a board member for UCONN, dedicating a few hours per week. She also sits on a committee for the Jewish Federation of Upper Fairfield County, spending minimal time per month.
Employment History
Current Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Allianz Global Investors Distributors LLCBroker
Allianz Global Investors Managed Accounts LLC
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.