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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

KEVIN MATTHEW SHANLEY

Advisor at VIRTUS INVESTMENT ADVISERS, LLC

HUNTINGTON, NY | HARTFORD, CT

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Search this name across graphsid dfx:ria:8c7f17cc-a32c-a35b-05fa-37fff60b375a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VIRTUS INVESTMENT ADVISERS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 12, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Nov 12, 1999
First registration: Feb 27, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 3014269

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VIRTUS INVESTMENT ADVISERS, LLC	Asset manager	Feb 9, 2021	n/a	yes	HUNTINGTON, NY\|HARTFORD, CT	Current employment
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC	Former SEC adviser	May 23, 2007	Aug 17, 2007	no	STAMFORD, CT	Previous registration
J.P. MORGAN INVESTMENT MANAGEMENT INC.	Asset manager	Oct 31, 2003	Jan 9, 2007	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
LORD, ABBETT & CO. LLC	Asset manager	Feb 27, 2003	Oct 24, 2003	no	JERSEY CITY, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC	VIRTUS INVESTMENT ADVISERS, LLC	Aug 17, 2007	Feb 9, 2021	4,925	Firm change after gap	Other
J.P. MORGAN INVESTMENT MANAGEMENT INC.	ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC	Jan 9, 2007	May 23, 2007	134	Firm change	Other
LORD, ABBETT & CO. LLC	J.P. MORGAN INVESTMENT MANAGEMENT INC.	Oct 24, 2003	Oct 31, 2003	7	Firm change	Other

Relationships

Registered with (4)

→ VIRTUS INVESTMENT ADVISERS, LLCRegistered adviserregistration: current employment
Feb 9, 2021 to presentfactForm ADV
→ ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLCRegistered adviserregistration: previous registration
May 23, 2007 to Aug 17, 2007factForm ADV
→ J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Oct 31, 2003 to Jan 9, 2007factForm ADV
→ LORD, ABBETT & CO. LLCRegistered adviserregistration: previous registration
Feb 27, 2003 to Oct 24, 2003factForm ADV

Dated events

No dated event names this entity yet.