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Hirbod Azmi

Virtus Wealth Solutions

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About Hirbod Azmi

Hirbod Azmi is an investment advisor representative with Virtus Wealth Solutions. Hirbod has been in the industry since 2007 and has experience with both broker-dealer and investment advisory firms. Hirbod offers financial planning services to a wide range of clients, including individuals, corporations, and non-profit organizations. Hirbod is registered in 21 states and has a strong background in portfolio management.

Firm Information

Hirbod Azmi is currently registered with Virtus Wealth Solutions. Virtus Wealth Solutions is an investment advisory firm based in Cranford, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has approximately $481.5 million in regulatory assets under management and serves over 1,000 accounts.
Virtus Wealth Solutions

517 CENTENNIAL AVENUE

CRANFORD, NJ 07016

$481.52M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Hirbod Azmi’s Registration & Firm History

NJ

09/30/2024 - Present

Virtus Wealth Solutions (CRANFORD NJ)

NJ

03/25/2017 - 07/28/2020

MML INVESTORS SERVICES, LLC (PARAMUS NJ)

NJ

12/17/2007 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)

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Licenses & Designations

IA

Issued 12/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2014

Series 7 - General Securities Representative Examination

BC

Issued 12/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hirbod Azmi.
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