Sharon Mossman
Sharon Mossman is a registered investment advisor at Virtus Investment Advisers, LLC, based in Kansas City, MO, with 34 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Kansas City, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sharon is a homeowner of a rental property through SKKSM, LLC since January 2025. She dedicates minimal time to overseeing the house manager and cleaning.
Employment History
Current Registrations
Virtus Investment Advisers, LLC
Vp Distributors LLC
Vp Distributors LLCBroker
Previous Registrations
Virtus Fund Advisers, LLC
Ridgeworth Distributors LLCBroker
Mbsc Securities CorporationBroker
Dws Scudder Distributors, INC.Broker
Dreyfus Service CorporationBroker
Twentieth Century Securities, INC.Broker
State Registrations2 states
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