EK
EK
Edward Kushma
25 Years of Experience
Hartford, CT
Broker
Edward Kushma is a registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 25 years of industry experience. Edward 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
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
One Financial Plaza, 26th Floor, Hartford, CT, 06103
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
January 2020 - Present · 6 yrs 4 mos
Vp Distributors LLCBroker
January 2020 - Present · 6 yrs 4 mos
Vp Distributors LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Proshare Advisors LLC
July 2015 - December 2019 · 4 yrs 5 mos
Profunds Distributors, INC.Broker
January 2014 - December 2019 · 5 yrs 11 mos
Northern Trust Securities, INC
September 2006 - December 2009 · 3 yrs 3 mos
Northern Trust Securities, INC.Broker
September 2006 - December 2013 · 7 yrs 3 mos
Brinker Capital Securities, INC.Broker
October 2005 - August 2006 · 10 mos
Brinker Capital INC
June 2005 - August 2006 · 1 yr 2 mos
Vanguard Marketing CorporationBroker
December 1995 - September 1999 · 3 yrs 9 mos
Pruco Securities CorporationBroker
July 1993 - April 1994 · 9 mos
State Registrations3 states
CTNYPA
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.