Kevin Kloski
Investment adviser representative at Virtus Investment Advisers, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$51.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Virtus Investment Advisers, LLCApr 2020 to now
- Vp Distributors LLCMar 2020 to now
- Virtus Investment PartnersFeb 2020 to now
- Alliancebernstein Investments IncJul 2019 to Mar 2020
- New York Life InvestmentsApr 2014 to Jul 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CT).
Virtus Investment Advisers, LLC
$51.7BAssets managed
106Clients
74Advisers
57 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4495777
- Firm CRD
- 106982