Malcolm Lunn, financial advisor Hartford CT
93 score

Malcolm Lunn

CRD Number: 2992497
Current Firm: Virtus Fund Advisers, LLC

Malcolm Lunn (CRD# 2992497) is an Investment Advisor Representative working at Virtus Fund Advisers, LLC in Hartford, CT and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Vp Distributors LLC Spring, TX Jun 2017 - Current < 1
Vp Distributors LLC Spring, TX Jun 2017 - Current < 1
Ridgeworth Distributors LLC Spring, TX Aug 2016 - Jun 2017 < 1
Ridgeworth Capital Management LLC Spring, TX Aug 2016 - Jun 2017 < 1
Imst Distributors, LLC Spring, TX Nov 2014 - Aug 2016 1
Oak Ridge Investments, LLC Chicago, IL Sep 2014 - Aug 2016 1
Goldman Sachs New York, NY Apr 2009 - Sep 2014 5
Ubs Financial Services Inc. Weehawken, NJ Nov 2004 - Apr 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for Malcolm J. Lunn
Phone Number: 800-248-7971
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    18,142
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $335,957,581
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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