Nicholas James Coccio
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.
- Virtus Investment Advisers, LLCDec 2025 to now
- Vp Distributors, LLCDec 2025 to now
- Zacks Investment ManagementNov 2025 to Dec 2025
- Ategenos Capital, LLCFeb 2024 to Nov 2025
- Russell InvestmentsMar 2018 to Jan 2024
- Pioneer Funds Distributor, Inc.Apr 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2016
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
- 6124720
- Firm CRD
- 106982