DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kevin Matthew Shanley
Feed of 09/15/2026
At current firm
5 y
since Feb 9, 2021
In the industry
26 y
since Nov 12, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Virtus Investment Advisers, LLC asset manager currentsince Feb 9, 2021 · Huntington, Ny
- Allianz Global Investors Managed Accounts LLC formerMay 23, 2007 to Aug 17, 2007 · Stamford, Ct
- J.P. Morgan Investment Management Inc. asset managerOct 31, 2003 to Jan 9, 2007 · New York, Ny
- Lord, Abbett & Co. LLC asset managerFeb 27, 2003 to Oct 24, 2003 · Jersey City, Nj
Moves
a registration end followed by a registration begin elsewhere
- Allianz Global Investors Managed Accounts LLC to Virtus Investment Advisers, LLCleft Aug 17, 2007, registered Feb 9, 2021 (4925 days) · Other
- J.P. Morgan Investment Management Inc. to Allianz Global Investors Managed Accounts LLCleft Jan 9, 2007, registered May 23, 2007 (134 days) · Other
- Lord, Abbett & Co. LLC to J.P. Morgan Investment Management Inc.left Oct 24, 2003, registered Oct 31, 2003 (7 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address