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Reny Mathew

Investment adviser representative at Virtus Investment Advisers, LLC
11 yearsExperience
1 stateRegistered in
$51.7BFirm assets
57 yearsFirm in business

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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

11 years in the industry.

  1. Virtus Investment Advisers, LLCOct 2021 to now
  2. Virtus Investment PartnersOct 2021 to now
  3. Vp Distributors LLCOct 2021 to now
  4. Compass Distributors, LLCJan 2019 to Oct 2021
  5. Westchester Capital ManagementJun 2017 to Oct 2021
  6. Quasar Distributors, LLCJun 2017 to Dec 2018
  7. HSBC Securities (USA) Inc.Jun 2015 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2004

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
4826187
Firm CRD
106982
Advisor's SEC record (opens in a new tab)
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