JM
JM
Julie Messer
25 Years of Experience
Hartford, CT
Broker
Julie Messer is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 25 years of industry experience. Julie 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 Financial Plaza, 26th Floor, Hartford, CT, 06103
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
April 2012 - Present · 14 yrs 1 mo
Vp Distributors LLC
October 2004 - Present · 21 yrs 7 mos
Vp Distributors LLCBroker
October 2004 - Present · 21 yrs 7 mos
Previous Registrations
Wachovia Securities, LLC
April 2002 - November 2004 · 2 yrs 7 mos
Wachovia Securities, LLCBroker
March 2002 - November 2004 · 2 yrs 8 mos
Salomon Smith Barney INC.Broker
September 2000 - March 2002 · 1 yr 6 mos
State Registrations1 state
CT
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.