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Edward Andrew Kushma

Virtus Investment Advisers, Inc.

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About Edward Andrew Kushma

Edward Kushma is a registered representative with Virtus Investment Advisers, Inc.. Edward has been in the financial services industry since February 13, 2001. Edward currently holds registrations in Connecticut and Pennsylvania, and is a Registered Representative in New York. Edward has been working with Virtus Investment Advisers, Inc. since January 10, 2020. Prior to that, Edward was a registered representative with PROFUNDS DISTRIBUTORS, INC., NORTHERN TRUST SECURITIES, INC., BRINKER CAPITAL SECURITIES, INC., VANGUARD MARKETING CORPORATION, and PRUCO SECURITIES CORPORATION.

Firm Information

Edward Kushma is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Kushma’s Registration & Firm History

CT

01/10/2020 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

MD

01/09/2014 - 12/09/2019

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

IL

09/13/2006 - 12/10/2013

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

PA

10/07/2005 - 08/17/2006

BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)

PA

12/07/1995 - 09/27/1999

VANGUARD MARKETING CORPORATION (MALVERN PA)

NJ

07/08/1993 - 04/12/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 08/03/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/16/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/06/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Andrew Kushma.
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