Adviser and broker representative · Virtus Investment Advisers, LLC
Jacob S. McCabe
CRD 6285458 · Hartford, CT
At a glance
Jacob S. McCabe is an investment adviser representative with Virtus Investment Advisers, LLC in Hartford, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jacob’s SEC record dates to 2014, about 12 years ago. Jacob is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Virtus Investment Advisers, LLCSince November 2018Hartford, CT · $52B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jacob’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.