Richard Edward Oberuc

Employer firm

Empirical Asset Management, LLC CRD 155436

$560M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2012 → 12/2025
  First Nationaladvisors, Llc
  Rockland, MA
• 01/2026 → 06/2026
  Virtue Capital Management, Llc
  Lakewood Ranch, FL
• 06/2026 → Present
  Empirical Asset Management, Llc
  Lakewood Ranch, FL

Previous Registrations

• 2026-01-08 → 2026-07-01
  Virtue Capital Management, Llc
  Lakewood Ranch, FL
  Brentwood, TN
• 2012-05-15 → 2025-12-31
  First National Advisors Llc
  Rockland, MA

Other Businesses

1) Burlington Hall Asset Management, Inc.; Not investment-related; Lakewood Ranch, FL. 34202; Software Development Company; President; 1/15/1985; 10 hours per month; 0 during trading hours; Manage development of software 2) Author; Not investment-related; Lakewood Ranch, FL. 34202; Sale of novels; Author; 7/1/2026; 10 hours per month; 0 during trading hours; Write and then monitor sales on Amazon

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-14

Other Names

• Richard Oberuc