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AL

Alexander Logan

VIRTUS INVESTMENT ADVISERS
Hartford, CT 06103
Some features on this profile are disabled
CRD#: 7708286
AL

Professional summary

Alexander Logan, who also goes by Alex Logan, is a registered financial advisor currently at VIRTUS INVESTMENT ADVISERS, LLC located in Hartford, Connecticut and VP DISTRIBUTORS LLC located in Hartford, Connecticut.

Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Alexander has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, SIE, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Logan

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.
DOORDASH; NOT INVESTMENT RELATED; 303 2ND ST STE 800 SOUTH TOWER, SAN FRANCISCO CA 94107; NATURE OF OTHER BUSINESS: CONNECTS DRIVERS ALL ACROSS THE WORLD THROUGH AN APP TO DO FOOD DELIVERY SERVICES; POSITION: DOOR DASHER; START DATE: 2/26/24; 4 HRS/MONTH DEVOTED TO OTHER BUSINESS; 0 HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; DUTIES: I WILL BE PICKING UP AND DROPPING OFF FOOD FOR PEOPLE THAT ORDER OFF OF THE APP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Logan's 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

December 19, 2023 - Present

VIRTUS INVESTMENT ADVISERS, LLC

Office #1: One Financial Plaza 26th Floor, Hartford, CT 06103
RIA
CRD#: 106982
Hartford, CT
Current

December 19, 2023 - Present

VP DISTRIBUTORS LLC

Office #1: One Financial Plaza, Hartford, CT 06103
BD
CRD#: 3036
Hartford, CT
Past

April 7, 2023 - December 15, 2023

UMERGENCE LLC

BD
CRD#: 284368
PLANTSVILLE, CT

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".
VI
VIRTUS INVESTMENT ADVISERS, LLC
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.

CRD#: 106982 / SEC#: 801-5995

RIA
Registered Investment Advisory firm - (9/17/1969 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.
RR
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

RR
Connecticut
(12/19/2023)
IAR
Connecticut
(12/19/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/23/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/19/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/14/2024
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/7/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/7/2024
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/2/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

VI
VIRTUS INVESTMENT ADVISERS, LLC
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.

CRD#: 106982 / SEC#: 801-5995

RIA
Registered Investment Advisory firm - (9/17/1969 Approved)
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Contact information

Main Address
One Financial Plaza 26th Floor, Hartford, CT 06103
Mailing Address
Phone number
(800) 248-7971
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts105
AUM (Assets Under Management)$ 53,982,609,839

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.

Company Information

VIRTUS INVESTMENT ADVISERS, LLC

CRD#: 106982Hartford, CT 06103

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