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Matthew Perry Forman

Virtus Investment Advisers, Inc.

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About Matthew Perry Forman

Matthew Perry Forman is a registered investment advisor representative with Virtus Investment Advisers, Inc.. Matthew has been in the industry since 2002 and has experience with both Prudential Investment Management Services LLC and Prudential Retirement Brokerage Services, Inc.. Matthew has Series 6, 7, and 63 licenses as well as the SIE and Series 65 exams. Matthew is currently registered with FINRA as a registered representative. Matthew specializes in portfolio management for investment companies.

Firm Information

Matthew Forman 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.

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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Matthew Forman’s Registration & Firm History

CT

10/07/2011 - Present

Virtus Investment Advisers, Inc. (HARTFORD CT)

CT

03/17/2006 - 11/04/2010

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

CT

10/24/2002 - 04/07/2004

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 10/31/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/23/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Perry Forman.
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