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Herdley Harrison
10 Years of Experience
Roswell, GA
Broker
Herdley Harrison is a registered investment advisor at Virtus Investment Advisers, LLC, based in Roswell, GA, with 10 years of industry experience. Herdley 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
Roswell, GA
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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
January 2025 - Present · 1 yr 4 mos
Vp Distributors LLC
November 2024 - Present · 1 yr 6 mos
Vp Distributors LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Invesco Distributors, INC.Broker
August 2023 - October 2024 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2023 - July 2023 · 4 mos
Profunds Distributors, INC.Broker
March 2013 - August 2015 · 2 yrs 5 mos
Calvert Investment Distributors, INC.Broker
May 2008 - March 2013 · 4 yrs 10 mos
State Registrations6 states
CTGAINMDPATN
AdvisorBroker
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.