Michael Rennie Morera

Employer firm

Virtue Capital Management, LLC CRD 167816

$1.31B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Virtue Capital Management, Llc
  Long Beach, CA
• 01/2011 → Present
  Beach Cities Tax Service
  Long Beach, CA

Previous Registrations

• 2007-07-06 → 2015-04-16
  Regal Advisory Services, Inc.
  Glenview, IL
• 2007-04-23 → 2007-07-02
  Brookstreet Securities Corporation
  San Juan Capistrano, CA
  Middlebury, VT

Other Businesses

1) BEACH CITIES TAX SERVICE. 444 WEST OCEAN BLVD, SUITE 800. LONG BEACH, CA. 90802 TITLE: OWNER. START DATE: 10/1/2011. INVESTMENT RELATED. 10HOURS/MONTH, 0 DURING TRADING --- 2) FINANCIAL EDUCATION JR BUSINESS SCHOOL. 1 CHIPMAN HEIGHTS. MIDDLEBURY, VT. 05753. TITLE: TEACHER OF FINANCIAL LITERACY. START DATE: 6/2012. NOT INVESTMENT RELATED. 4HOURS/MONTH, 0 DURING TRADING. --

Exams

• S66 Uniform Combined State Law Examination
  2007-04-17
• S63 Uniform Securities Agent State Law Examination
  1990-03-12

Other Names

• Michael Morera