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Kevin Matthew Shanley

Virtus Investment Advisers, Inc.

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About Kevin Matthew Shanley

Kevin Matthew Shanley is a registered representative with Virtus Investment Advisers, Inc., and has been in the financial services industry since August 1998. Kevin Shanley is licensed to provide securities advice in Connecticut and New York. Kevin Shanley has held previous positions at Allianz Global Investors Distributors LLC, JPMorgan Distribution Services, Inc., J.P. Morgan Institutional Investments Inc., and Lord Abbett Distributor LLC.

Firm Information

Kevin Shanley 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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Kevin Shanley’s Registration & Firm History

NY

02/09/2021 - Present

Virtus Investment Advisers, Inc. (HUNTINGTON NY)

NY

05/23/2007 - 02/01/2021

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

01/01/2005 - 12/20/2006

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NY

10/29/2003 - 01/01/2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NJ

04/08/1998 - 06/11/2003

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 02/21/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Matthew Shanley.
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