Michelle Gallo

VIRTUS FIXEDOME ADVISERS

FLORHAM PARK, NJ

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CRD#: 2214280

Professional summary

Michelle Gallo, who also goes by Michelle M Healy, Michelle Healy, is a registered financial advisor currently at VIRTUS FIXED INCOME ADVISERS, LLC located in Florham Park, New Jersey and VP DISTRIBUTORS LLC located in Atlanta, Georgia.

Michelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Michelle has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle M Healy | Michelle Healy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Gallo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 21, 2013 - Present

VIRTUS FIXED INCOME ADVISERS, LLC

RIA

CRD#: 146029

FLORHAM PARK, NJ

Current

June 1, 2017 - Present

VP DISTRIBUTORS LLC

Office #1: 3333 Piedmont Road Ne Suite 1500, Atlanta, GA 30305

CRD#: 3036

Atlanta, GA

Past

December 21, 2012 - June 1, 2017

FORESIDE ASSOCIATES, LLC

CRD#: 13494

PARK RIDGE, NJ

Past

May 8, 1992 - June 25, 1999

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTUS FIXED INCOME ADVISERS, LLC

NEWFLEET ASSET MANAGEMENT | VIRTUS FIXED INCOME ADVISERS, LLC | STONE HARBOR INVESTMENT PARTNERS | SEIX INVESTMENT ADVISORS LLC | SEIX INVESTMENT ADVISORS

CRD#: 146029 / SEC#: 801-68743

RIA

Registered Investment Advisory firm - (1/25/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(6/1/2017)

IAR

New Jersey
(6/21/2013)

New Jersey
(6/1/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/24/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/8/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VIRTUS FIXED INCOME ADVISERS, LLC

NEWFLEET ASSET MANAGEMENT | VIRTUS FIXED INCOME ADVISERS, LLC | STONE HARBOR INVESTMENT PARTNERS | SEIX INVESTMENT ADVISORS LLC | SEIX INVESTMENT ADVISORS

CRD#: 146029 / SEC#: 801-68743

RIA

Registered Investment Advisory firm - (1/25/2008 Approved)

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Contact information

Main Address

One Financial Plaza, Hartford, CT 06103

Mailing Address

Phone number

(877) 332-8172

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEIX ADV PART 2A (5/30/2025)

STONE HARBOR ADV PART 2A (4/28/2025)

NEWFLEET ADV PART 2A (4/28/2025)

Regulatory assets under management

Total Number of Accounts	225
AUM (Assets Under Management)	$ 33,006,871,100

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michelle Gallo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Gallo's CRS (Customer Relationship Summary).

Certified licenses

Experience

VP DISTRIBUTORS LLC

FORESIDE ASSOCIATES, LLC

SANFORD C. BERNSTEIN & CO., INC.

Primary Firm SEC Registration

VIRTUS FIXED INCOME ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/24/2013

Series 63

Date: 7/8/1992

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2012

FINRA

Current Firm

VIRTUS FIXED INCOME ADVISERS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUS FIXED INCOME ADVISERS, LLC

TRUST BUT VERIFY

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