Mary C. Kusnic

VICTUS CAPITAL WEALTH

Santa Monica, CA 90401

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CRD#: 2679199

Professional summary

Mary Catherine Kusnic, who also goes by Mary Catherine Kusnic Miss, is a registered financial advisor currently at VICTUS CAPITAL WEALTH located in Santa Monica, California.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mary has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Catherine Kusnic Miss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Catherine Kusnic's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 28, 2016 - Present

VICTUS CAPITAL WEALTH

Office #1: 1327 Ocean Avenue Suite K, Santa Monica, CA 90401

RIA

CRD#: 154899

Santa Monica, CA

Past

March 8, 2012 - February 26, 2016

MUTUAL SECURITIES, INC.

CRD#: 13092

BEVERLY HILLS, CA

Past

February 25, 2011 - March 9, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BEVERLY HILLS, CA

Past

February 24, 2011 - July 8, 2016

BEVERLY HILLS WEALTH MANAGEMENT, LLC

RIA

CRD#: 152031

BEVERLY HILLS, CA

Past

June 1, 2009 - February 11, 2011

MORGAN STANLEY

RIA

CRD#: 149777

BEVERLY HILLS, CA

Past

June 1, 2009 - February 11, 2011

MORGAN STANLEY

CRD#: 149777

BEVERLY HILLS, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BEVERLY HILLS, CA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BEVERLY HILLS, CA

Past

March 31, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BEVERLY HILLS, CA

Past

March 31, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BEVERLY HILLS, CA

Past

November 15, 2000 - April 3, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CENTURY CITY, CA

Past

November 10, 2000 - April 3, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 23, 1996 - February 19, 1998

RYDER, STILWELL INVESTMENT CORP.

CRD#: 5624

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VICTUS CAPITAL WEALTH

CFMV GLOBAL WEALTH ADVISORS, LLC | VICTUS CAPTIAL WEALTH, LLC | VICTUS CAPITAL WEALTH | CMV GLOBAL WEALTH ADVISORS, LLC

CRD#: 154899 / SEC#: 801-71919

RIA

Registered Investment Advisory firm - (11/5/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/28/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/26/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2000

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/20/1996

Direct Participation Programs Representative Examination

Current Firm

VICTUS CAPITAL WEALTH

CFMV GLOBAL WEALTH ADVISORS, LLC | VICTUS CAPTIAL WEALTH, LLC | VICTUS CAPITAL WEALTH | CMV GLOBAL WEALTH ADVISORS, LLC

CRD#: 154899 / SEC#: 801-71919

RIA

Registered Investment Advisory firm - (11/5/2010 Approved)

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Contact information

Main Address

1327 Ocean Avenue Suite K, Santa Monica, CA 90401

Mailing Address

Phone number

(310) 622-1280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCW - FORM ADV PART 2A - FIRM BROCHURE 2025 (3/18/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 250,865,769

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mary C. Kusnic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Catherine Kusnic's CRS (Customer Relationship Summary).

Certified licenses

Experience

MUTUAL SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

BEVERLY HILLS WEALTH MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RYDER, STILWELL INVESTMENT CORP.

Primary Firm SEC Registration

VICTUS CAPITAL WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2000

Series 63

Date: 7/31/2000

SIE

Date: 2/26/2016

Series 7

Date: 6/22/2000

Series 22

Date: 9/20/1996

Current Firm

VICTUS CAPITAL WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICTUS CAPITAL WEALTH

TRUST BUT VERIFY

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