Brian Haggerty, financial advisor Hartford CT
93 score

Brian Haggerty

CRD Number: 3023216
Current Firm: Virtus Investment Advisers, Inc.

Brian Haggerty (CRD# 3023216) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Vp Distributors Inc. Hartford, CT Feb 2009 - Current 7
Virtus Investment Partners Hartford, CT Oct 2008 - Current 8
Phoenix Equity Planning Corp Hartford, CT Jan 2005 - Feb 2009 4
Phoenix Investment Partners, Ltd Hartford, CT Dec 2004 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Apr 2003
Contact Info for Brian R. Haggerty
Phone Number: 800-248-7971
Firm Website: https://www.virtus.com/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    29,781
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $250,257,891
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, KS, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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