Dana Michelle Calcote
Investment adviser representative at Virtus Investment Advisers, LLC
11 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
11 years in the industry.
- Virtus Investment Advisers, LLCJan 2023 to now
- Vp Distributors LLCJan 2023 to now
- Virtus Investment PartnersDec 2022 to now
- Mercer Global AdvisorsMar 2022 to Dec 2022
- Dimensional Fund AdvisorsFeb 2019 to Mar 2022
- TD Ameritrade Investment Management, LLCFeb 2018 to Feb 2019
- TD Ameritrade, Inc.Feb 2018 to Feb 2019
- ScottradeMay 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
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
- 6488514
- Firm CRD
- 106982