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Andres Uriarte

Virtus Investment Advisers, LLC
13 Years of Experience
South Miami, FL
Broker
View SEC Summary
View SEC Summary

Andres Uriarte is a registered investment advisor at Virtus Investment Advisers, LLC, based in South Miami, FL, with 13 years of industry experience. Andres is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 106 clients with $52B in assets under management.

Virtus Investment Advisers, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
75 advisors
IM Fee
Planning only
Assets Under Management
$51.7B

Location

South Miami, FL

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Virtus Investment Advisers, LLC
August 2026 - Present · 2 mos
Vp Distributors, LLC
April 2026 - Present · 6 mos
Vp Distributors, LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Foreside Financial Services, LLCBroker
April 2022 - April 2026 · 4 yrs
Schroder Fund Advisors LLCBroker
June 2019 - January 2022 · 2 yrs 7 mos
Citigroup Global Markets INC.
October 2015 - June 2019 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
April 2014 - June 2019 · 5 yrs 2 mos
Invex, INC.Broker
December 2012 - March 2014 · 1 yr 3 mos
State Registrations3 states
CTFLNY
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.
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