MP
MP
Marcia Pereira
19 Years of Experience
Hartford, CT
Broker
Marcia Pereira is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 19 years of industry experience. Marcia 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
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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
June 2016 - Present · 9 yrs 11 mos
Vp Distributors LLC
January 2016 - Present · 10 yrs 4 mos
Vp Distributors LLCBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
P.J. Robb Variable CorporationBroker
October 2014 - January 2016 · 1 yr 3 mos
Metlife Investors Distribution CompanyBroker
March 2011 - April 2014 · 3 yrs 1 mo
Metlife Securities INC.Broker
July 2007 - March 2011 · 3 yrs 8 mos
First Investors CorporationBroker
January 2006 - June 2007 · 1 yr 5 mos
State Registrations5 states
CTFLMIMNWI
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.