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Alexander Logan

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.

  1. Virtus Investment Advisers, LLCDec 2023 to now
  2. Virtus Investment PartnersDec 2023 to now
  3. Vp Distributors LLCDec 2023 to now
  4. Umergence LLCMar 2023 to Dec 2023
  5. University of ConnecticutAug 2022 to Aug 2023
  6. University of ConnecticutAug 2018 to May 2022
  7. N/aAug 2012 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

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
7708286
Firm CRD
106982
Advisor's SEC record (opens in a new tab)
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