GK
George Kuruvilla
VIRTUE CAPITAL MANAGEMENT
Yonkers, NY
Some features on this profile are disabled
CRD#: 1000316
GK
Professional summary
George Kuruvilla, who also goes by Kuruvilla George, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Yonkers, New York and LIFEMARK SECURITIES CORP. located in Yonkers, New York.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. George has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kuruvilla George
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) KURUVILLA AND ASSOCIATES FOR SECURITIES BUSINESS, Title: INDEPENDENT INSURANCE AGENT�, Description: SALES AND SERVICE OF LIFE AND HEALTH INSURANCE, Start Date: 10-01-2010, Address: �374 PARK AVE., YONKERS, NY 10703�, Investment-related? YES, Hours per month: 25, During trading hours: 25 (2) LIFEMARK SECURITIES CORP.�, Title: REGISTERED REPRESENTATIVE�, Description: SALE OF SECURITIES / ANNUITIES, Start Date: 02-20-2020, Address: 400 WEST METRO PARK, ROCHESTER, NY 14623�, Investment-related? YES, Hours per month: 40, During trading hours: 16 (3)VIRTUE CAPITAL MANAGEMENT, LLC / INVESTMENT RELATED / 6 CADILLAC DRIVE, SUITE 310, BRENTWOOD TN, 37027 / INVESTMENT ADVISER REPRESENTATIVE / START 04/2020 / 40 HOURS/MONTH 16 HOURS/MONTH DURING SECURITIES TRADING HOURS/ MEET WIT CLIENTS TO PREPARE AND IMPLEMENT INVESTMET PROPOSALS.
CRS (Client Relationship Summary) - RIA
Click below to view George Kuruvilla's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 15, 2020 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
Yonkers, NY
Current
February 20, 2020 - Present
LIFEMARK SECURITIES CORP.
RIA
BD
CRD#: 16204
Yonkers, NY
Past
April 17, 2015 - January 23, 2020
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
YONKERS, NY
Past
April 23, 2014 - January 23, 2020
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
YONKERS, NY
Past
March 12, 2010 - April 16, 2015
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
YONKERS, NY
Past
March 10, 2010 - April 23, 2014
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
YONKERS, NY
Past
March 1, 1985 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
April 30, 1982 - October 14, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WHITE PLAINS, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(2/20/2020)
RR
Massachusetts(6/15/2020)
IAR
Massachusetts(6/15/2020)
RR
New Jersey(2/20/2020)
RR
New York(2/20/2020)
RR
Pennsylvania(12/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
