Diane Reed is a registered investment advisor at Virtus Investment Advisers, LLC, based in Park Ridge, NJ, with 26 years of industry experience. Diane 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
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
One Maynard Drive, Suite 3200, Park Ridge, NJ, 07656
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Virtus Investment Advisers, LLC
November 2018 - Present · 7 yrs 5 mos
Vp Distributors LLC
June 2017 - Present · 8 yrs 10 mos
Vp Distributors LLCBroker
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
Virtus Fund Advisers, LLC
March 2015 - November 2018 · 3 yrs 8 mos
Ridgeworth Distributors LLCBroker
March 2015 - June 2017 · 2 yrs 3 mos
Lord, Abbett & CO. LLC
June 2003 - February 2015 · 11 yrs 8 mos
Lord Abbett Distributor LLCBroker
September 1999 - February 2015 · 15 yrs 5 mos
State Registrations2 states
CTNJ
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.