Reny Mathew (CRD# 4826187) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in New York, NY and has over 19 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtus Investment Partners | Hartford, CT | Oct 2021 - Current | 2 |
| Vp Distributors LLC | Hartford, CT | Oct 2021 - Current | 2 |
| Compass Distributors, LLC | Valhalla, NY | Jan 2019 - Oct 2021 | 2 |
| Westchester Capital Management | Valhalla, NY | Jun 2017 - Oct 2021 | 4 |
| Quasar Distributors, LLC | Milwaukee, WI | Jun 2017 - Dec 2018 | 1 |
| Hsbc Securities (usa) Inc. | New York, NY | Jun 2015 - Mar 2017 | 1 |
| Mbsc Securities Corporation | New York, NY | Apr 2008 - Jun 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- CT
-
Total Assets Under Management47,757MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$582,407,291
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CT, MA, NY, TX
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