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Andres Ruelas Uriarte

Investment adviser representative at Virtus Investment Advisers, LLC
12 yearsExperience
1 stateRegistered in
$51.7BFirm assets
57 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Virtus Investment Advisers, LLCApr 2026 to now
  2. Vp Distributors, LLCApr 2026 to now
  3. Foreside Financial Services, LLCFeb 2022 to Apr 2026
  4. M&g Investment Management LimitedJan 2022 to Apr 2026
  5. Schroder Investment Management North America IncMay 2019 to Jan 2022
  6. CitigroupMar 2014 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2015
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CT).

Virtus Investment Advisers, LLC

$51.7BAssets managed
106Clients
74Advisers
57 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6135780
Firm CRD
106982
Advisor's SEC record (opens in a new tab)
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