KW
KW

Kyle Wells

16 Years of Experience
Hartford, CT
Broker

Kyle Wells is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 16 years of industry experience. Kyle 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kyle owns two rental properties, one on Spencer St. since 2008 and another on Allston Ave. since 2017. He spends minimal time on these activities.

Employment History
Current Registrations
Virtus Investment Advisers, LLC
September 2013 - Present · 12 yrs 10 mos
Vp Distributors LLC
March 2013 - Present · 13 yrs 4 mos
Vp Distributors LLCBroker
March 2013 - Present · 13 yrs 4 mos
Previous Registrations
Prudential Annuities Distributors, INCBroker
October 2010 - March 2013 · 2 yrs 5 mos
Metlife Securities INC.Broker
October 2009 - October 2010 · 1 yr
State Registrations2 states
CTNY
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.
Kyle Wells - Financial Advisor | TrueAdvisor