Dana Calcote is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 9 years of industry experience. Dana 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
Firm Size
IM Fee
Assets Under Management
Location
One Financial Plaza, 26th Floor, Hartford, CT, 06103
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Regulatory History
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.
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Dana works as a pet sitter/dog walker through Rover since September 2024. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Dfa Securities LLCBroker
Dimensional Fund Advisors LP
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations2 states
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.