RM
RM
Reny Mathew is a registered investment advisor at Virtus Investment Advisers, LLC, based in New York, NY, with 21 years of industry experience. Reny 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
31 West 52nd Street, 16th Floor, New York, NY, 10019
Get directionsHistory
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
October 2021 - Present · 4 yrs 7 mos
Vp Distributors LLC
October 2021 - Present · 4 yrs 7 mos
Vp Distributors LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Compass Distributors, LLCBroker
January 2019 - October 2021 · 2 yrs 9 mos
Quasar Distributors, LLCBroker
June 2017 - December 2018 · 1 yr 6 mos
Hsbc Securities (USA) INC.
July 2015 - April 2017 · 1 yr 9 mos
Hsbc Securities (USA) INC.Broker
July 2015 - April 2017 · 1 yr 9 mos
Mbsc Securities Corporation
April 2008 - June 2015 · 7 yrs 2 mos
Mbsc Securities CorporationBroker
April 2008 - June 2015 · 7 yrs 2 mos
Xtf Capital LLCBroker
May 2007 - March 2008 · 10 mos
Lord, Abbett & CO. LLC
October 2004 - April 2007 · 2 yrs 6 mos
Lord Abbett Distributor LLCBroker
September 2004 - April 2007 · 2 yrs 7 mos
State Registrations3 states
CTNJNY
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.