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Virtue Capital Management, LLC CRD 167816
$1.31B regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-12-15 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
800 Hingham Street Suite 200N, Rockland, MA 02370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gjr Financial, Inc Pka Robillard Financial Group | Boston | MA | 03/1997 | Present |
| Precision Capital Management | Plymouth | MA | 01/2015 | 10/2018 |
| Cutter Financial Group Llc | Falmouth | MA | 10/2017 | 12/2020 |
| Virtue Capital Management, Llc | Brentwood | TN | 12/2020 | Present |
(1) GJR FINANCIAL, INC. PKA ROBILLARD FINANCIAL GROUP , Title: PRESIDENT, Description: INSURANCE/ADVISORY BUSINESS, Start Date: 12-01-1985, Address: 800 Hingham Street Suite 200N Rockland MA 02370, Investment-related? NO, Hours per month: 0-10HRS, During trading hours: 0-3HRS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-06-11 |
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