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Andrew Mitchell Hall

VIRTUS FINANCIAL GROUP
OLIVETTE, MO
·CRD# 6835101·11 years experience

Professional Summary

Andrew Mitchell Hall is a registered financial advisor currently at VIRTUS FINANCIAL GROUP located in Olivette, Missouri. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

VIRTUS FINANCIAL GROUP·CRD# 317832
RIA
9378 Olive Blvd Suite 102, Olivette, MO 63132
February 10, 2022 - Present
SIMPLICITY WEALTH·CRD# 300572
RIA
Olivette, MO
September 25, 2020 - March 1, 2022
FIRST ADVISORS NATIONAL, LLC·CRD# 166212
RIA
St Louis, MO
July 18, 2017 - December 31, 2018

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Current Firm

VF
VIRTUS FINANCIAL GROUP

VIRTUS FINANCIAL GROUP | VIRTUS WEALTH MANAGEMENT, LLC | VIRTUS WEALTH MANAGEMENT LLC

CRD#: 317832 / SEC#: 801-135870
RIA
Registered Investment Advisory firm - SEC (4/13/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (5/6/2026 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (5/6/2026 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (5/6/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/6/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

9378 Olive Blvd Suite 102, Olivette, MO 63132

Phone Number

(314) 395-6133

# of Employees

14

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VIRUS WEALTH DISCLOSURE BROCHURE & PRIVACY POLICY (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

644

AUM (Assets Under Management)

$119,364,407

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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.

1) Fleur-De-Lis Financial; Investment-related; 9378 Olive Blvd, St. Louis, MO 63139; Insurance Agency; Owner; 09/2019; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Life insurance and annuity sales. 2) Andrew Hall; non-Investment-related; 9378 Olive Blvd, St. Louis, MO 63139; Insurance sales; Licensed Insurance Agent; 09/2014; Approx. 40 hours/month as Owner of Fleur-De-Lis Financial; Approx. 40 hours/month during trading hours as Owner of Fleru-De-Lis Financial; Insurance services. 3) Director & Non-Profit Volunteer; The Institution for Financial Education; Investment Related: No; Location: 9378 Olive Blvd, Ste 102, St Louis, Mo 63132; Description of the business: Non-Profit organization that specializes in financial education.; Responsibilities Duties: I speak at various libraries, federal/local government agencies, and private companies on financial literacy.; Start date with business: 2013-08-31; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0; 4) CPA / Tax Preparation; non-investment-related; same address. Less than 5% of time.

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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".
VF
VIRTUS FINANCIAL GROUP

VIRTUS FINANCIAL GROUP | VIRTUS WEALTH MANAGEMENT, LLC | VIRTUS WEALTH MANAGEMENT LLC

CRD#: 317832 / SEC#: 801-135870
RIA
Registered Investment Advisory firm - SEC (4/13/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (5/6/2026 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (5/6/2026 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (5/6/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (5/6/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Missouri
(2/10/2022)
IAR
Texas
(3/13/2023)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2015About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mitchell Hall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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