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Gerald Joseph Robillard

Virtue Capital Management, LLC

Brentwood, TN

Rockland, MA

CRD 1049256

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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:

Current Employers
Virtue Capital Management, Llc

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-12-15
  • MA RA
    APPROVED
    Since 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

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
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
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-06-11
  • S63 Uniform Securities Agent State Law Examination
    1982-06-11

View on SEC IAPD

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