KS
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Kevin Shanley
27 Years of Experience
Huntington, NY
Broker
Kevin Shanley is a registered investment advisor at Virtus Investment Advisers, LLC, based in Huntington, NY, with 27 years of industry experience. Kevin 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
Huntington, NY
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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
February 2021 - Present · 5 yrs 3 mos
Vp Distributors LLC
February 2021 - Present · 5 yrs 3 mos
Vp Distributors LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Allianz Global Investors Distributors LLCBroker
May 2007 - February 2021 · 13 yrs 9 mos
Allianz Global Investors Managed Accounts LLC
May 2007 - August 2007 · 3 mos
Jpmorgan Distribution Services, INC.Broker
January 2005 - December 2006 · 1 yr 11 mos
Jpmorgan Asset Management
October 2003 - January 2007 · 3 yrs 3 mos
J.P. Morgan Institutional Investments INC.Broker
October 2003 - January 2005 · 1 yr 3 mos
Lord Abbett & CO. LLC
February 2003 - October 2003 · 8 mos
Lord Abbett Distributor LLCBroker
April 1998 - June 2003 · 5 yrs 2 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth
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.