Inactive

Lorie Salerno Shah

Virtue Asset Management LLC

CRD 5813582

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Employer firm

Virtue Asset Management LLC CRD 283438

$211M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Virtue Asset Management Llc

308 W. Main Street, Barrington, IL 60010 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-06-02

IL RA
APPROVED

Since 2025-06-02

Branch Locations

308 W. Main Street, Barrington, IL 60010 • 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

Organization	City	State	From	To
Virtue Asset Management Llc	Barrington	IL	05/2023	Present
Oak Park School District 97	Oak Park	IL	03/2018	Present
Unemployed	Oak Park	IL	12/2013	03/2018

05/2023 → Present

Virtue Asset Management Llc

Barrington, IL
03/2018 → Present

Oak Park School District 97

Oak Park, IL
12/2013 → 03/2018

Unemployed

Oak Park, IL

Other Businesses

OAK PARK SCHOOL DISTRICT OAK PARK IL SUBSTITUTE TEACHER SINCE 03/2018 NOT INVESTMENT RELATED

Designations

Certified Financial Planner

Other Names

Lorie M Salerno

View on SEC IAPD

Nearby Firms

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AMERIPRISE FINANCIAL SERVICES, LLC

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Nearby Investors

GARLAND BRENT KIZER

FRANCESCO PAUL VITALE

PAUL JOSEPH DONATO

Nearby Offices

MERIT FINANCIAL ADVISORS · Barrington, IL

AMERIPRISE FINANCIAL SERVICES, LLC · Barrington, IL

PATRICK M. SWEENEY & ASSOCIATES, INC · Barrington, IL

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