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

Nicholas James Coccio

Virtus Investment Advisers, LLCasset managerWarwick, Ri dual registrantIAPD 6124720

Feed of 09/15/2026

Also filed as Nick Coccio

At current firm

0 y

since Jan 20, 2026

In the industry

12 y

since Apr 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Virtus Investment Advisers, LLC asset manager current
since Jan 20, 2026 · Hartford, Ct
Zacks Investment Management, Inc. mixed wealth
Dec 4, 2025 to Jan 15, 2026 · Warwick, Ri
Ac Wealth Partners mixed wealth
Mar 25, 2024 to Dec 1, 2025 · Berwyn, Pa
Russell Investments asset manager
Nov 8, 2018 to Feb 13, 2024 · Seattle, Wa
Amundi Pioneer Institutional Asset Management, Inc. former
Apr 14, 2016 to Mar 12, 2018 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Zacks Investment Management, Inc. to Virtus Investment Advisers, LLC
left Jan 15, 2026, registered Jan 20, 2026 (5 days) · Other
Ac Wealth Partners to Zacks Investment Management, Inc.
left Dec 1, 2025, registered Dec 4, 2025 (3 days) · RIA to RIA
Russell Investments to Ac Wealth Partners
left Feb 13, 2024, registered Mar 25, 2024 (41 days) · Other
Amundi Pioneer Institutional Asset Management, Inc. to Russell Investments
left Mar 12, 2018, registered Nov 8, 2018 (241 days) · Other

Signals

Nicholas James Coccio left Zacks Investment Management, Inc. for Virtus Investment Advisers, Llc (registered 2026-01-20)
Jan 15, 2026 · Advisor changed firm · fact
Nicholas James Coccio left Ac Wealth Partners for Zacks Investment Management, Inc. (registered 2025-12-04)
Dec 1, 2025 · Advisor changed firm · fact
Nicholas James Coccio left Russell Investments for Ac Wealth Partners (registered 2024-03-25)
Feb 13, 2024 · Advisor changed firm · fact

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: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address