Robert Schlegel, financial advisor Hartford CT
93 score

Robert Schlegel

CRD 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.

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Company Name Location Dates Years
Virtus Investment Partners Winter Garden, FL Jan 2014 - Current 2
Vp Distributors LLC Winter Garden, FL Jan 2014 - Current 2
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
Contact Info for Robert A. Schlegel
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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