Ronald Oswick, financial advisor Hartford CT

Ronald Oswick

CRD Number: 2716079
Current Firm: Virtus Investment Advisers, Inc.

Ronald Oswick (CRD# 2716079) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Hartford, CT and has over 20 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Virtus Partners Inc. Park Ridge, NJ Jul 2021 - Current 2
Vp Distributors LLC Park Ridge, NJ Jun 2017 - Current 6
Seix Investment Advisors LLC Park Ridge, NJ Jun 2012 - Jun 2021 9
Ridgeworth Distributorsllc Portland, ME Nov 2012 - Jun 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Ronald L. Oswick
Phone Number: 800-248-7971
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    46,246
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $563,970,893
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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

CT, MA

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