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Mary Catherine Kusnic

Victus Capital Wealth

Santa Monica, CA

CRD 2679199

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Employer firm

Victus Capital Wealth CRD 154899

$280M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Victus Capital Wealth

1327 Ocean Avenue Suite K, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-07-28
  • CA RA
    APPROVED
    Since 2016-07-28

Branch Locations

1327 Ocean Avenue Suite K, Santa Monica, CA 90401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Securities, Inc Camarillo CA 03/2012 Present
  • 03/2012 → Present
    Mutual Securities, Inc
    Camarillo, CA
Previous Registrations
  • 2011-02-24 → 2016-07-08
    Beverly Hills Wealth Management, Llc
    Beverly Hills, CA
  • 2009-06-01 → 2011-02-11
    Beverly Hills, CA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Beverly Hills, CA
  • 2003-03-31 → 2007-04-02
    Morgan Stanley Dw Inc.
    Beverly Hills, CA
    Beverly Hls, CA
  • 2000-11-15 → 2003-04-03
    Century City, CA
Other Businesses

1. CENTURY CITY CHAMBER OF COMMERCE, NON-PROFIT, 2029 CENTRUY PARK EAST CONCOURSE LEVEL, LOS ANGELES, CA 90067, BOARD OF DIRECTORS, NOT INVESTMENT RELATED, <1 HOUR PER WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-16
S63 Uniform Securities Agent State Law Examination 2000-07-31
  • S65 Uniform Investment Adviser Law Examination
    2000-08-16
  • S63 Uniform Securities Agent State Law Examination
    2000-07-31
Other Names
  • Mary Catherine Kusnic

View on SEC IAPD

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