KK
CFA · CFP
KK
CFA · CFP

Kevin Kloski

20 Years of Experience
Hartford, CT
Broker

Kevin Kloski is a CFA, CFP-designated registered investment advisor at Virtus Investment Advisers, LLC, based in Hartford, CT, with 20 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 106 clients with $52B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
75 advisors
IM Fee
Planning only
Assets Under Management
$51.7B
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Location

One Financial Plaza, 26th Floor, Hartford, CT, 06103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Vp Distributors, LLCBroker
April 2020 - Present · 6 yrs 6 mos
Virtus Investment Advisers, LLC
April 2020 - Present · 6 yrs 6 mos
Vp Distributors, LLC
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Alliancebernstein L.P.
August 2019 - April 2020 · 8 mos
Alliancebernstein Investments, INC.Broker
August 2019 - April 2020 · 8 mos
New York Life Investment Management LLC
May 2014 - July 2019 · 5 yrs 2 mos
Nylife Distributors LLCBroker
May 2014 - July 2019 · 5 yrs 2 mos
Ing Investment Management CO. LLC
March 2012 - April 2014 · 2 yrs 1 mo
Ing Investments Distributor, LLCBroker
March 2012 - April 2014 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2008 - February 2012 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
October 2008 - February 2012 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - February 2008 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - February 2008 · 2 yrs 1 mo
Morgan Stanley Dw INC.Broker
September 2005 - December 2005 · 3 mos
Morgan Stanley
June 2005 - December 2005 · 6 mos
State Registrations1 state
CT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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