Hirbod Azmi
Investment adviser representative at Virtus Wealth Solutions
17 yearsExperience
2 statesRegistered in
$594.9MFirm assets
2 yearsFirm in business
Are you Hirbod Azmi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Virtus Wealth SolutionsJul 2020 to now
- Commonwealth Financial NetworkJul 2020 to Sep 2024
- MML Investors Services, LLCMar 2017 to Jul 2020
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jul 2020
- Metlife Securities IncDec 2007 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Virtus Wealth Solutions
Legal name: Innovative Financial Solutions Nj, LLC
$594.9MAssets managed
325Clients
3Advisers
2 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
- 4523839
- Firm CRD
- 332536