Daniel Cline is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 13 years of industry experience. Daniel 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
February 2023 - Present · 3 yrs 2 mos
Vp Distributors LLC
February 2023 - Present · 3 yrs 2 mos
Vp Distributors LLCBroker
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Nuveen Asset Management, LLC
August 2013 - February 2023 · 9 yrs 6 mos
Nuveen Securities, LLCBroker
May 2013 - February 2023 · 9 yrs 9 mos
Fidelity Brokerage Services LLCBroker
February 2012 - April 2013 · 1 yr 2 mos
State Registrations3 states
CTKYOH
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.