Robert SchlegelCRD Number: 4463205
Current Firm: Virtus Investment Advisers, Inc.
Robert Schlegel (CRD# 4463205) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 15 years of experience in the finance industry.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Virtus Investment Partners||Winter Garden, FL||Jan 2014 - Current||3|
|Vp Distributors LLC||Winter Garden, FL||Jan 2014 - Current||3|
|Curian Clearing LLC||Denver, CO||Jan 2010 - Jan 2014||4|
|Curian Capital||Denver, CO||Oct 2008 - Jan 2014||5|
|Jackson National Life Distributers||Denver, CO||Oct 2008 - Dec 2009||1|
|Aig Sunamerica||Woodland Hills, CA||Apr 2006 - Oct 2008||2|
|Aig Sunamerica Capital Services, Inc.||Jersey City, NJ||Apr 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management29,781MILLIONS
Total Number of Accounts119ACCOUNTS
Average Account Value$250,257,891
- A percentage of assets under your management
- 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)
CA, CT, FL, GA, KS, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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