Cole Gennett is a registered investment advisor at Virtus Investment Advisers, LLC, based in New York, NY, with 3 years of industry experience. Cole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location
1301 Avenue of the Americas, 14th Floor, New York, NY, 10019
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
June 2024 - Present · 1 yr 10 mos
Vp Distributors LLC
June 2024 - Present · 1 yr 10 mos
Vp Distributors LLCBroker
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - January 2024 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2022 - January 2024 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2021 - September 2021 · 3 mos
State Registrations4 states
CACTNVNY
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.