John Fitzpatrick Cleary
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, LLCAug 2025 to now
- Vp Distributors, LLCAug 2025 to now
- Lionheart Country ClubMay 2025 to Aug 2025
- Capital Formation MarketingOct 2024 to Aug 2025
- Federal Express CorporationOct 2023 to Jan 2024
- University of ConnecticutAug 2023 to May 2025
- Hartford Yard GoatsMay 2023 to Aug 2023
- University of MarylandAug 2021 to May 2023
- Country Club of FarmingtonSep 2020 to Aug 2024
- Avon High SchoolAug 2017 to Jun 2021
- Avon Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8150601
- Firm CRD
- 106982