GR
Gerald J. Robillard
VIRTUE CAPITAL MANAGEMENT
ROCKLAND, MA 02370
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CRD#: 1049256
GR
Professional summary
Gerald Joseph Robillard is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Rockland, Massachusetts.
Gerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Gerald has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 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
CRS (Client Relationship Summary) - RIA
Click below to view Gerald Joseph Robillard'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
December 15, 2020 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 800 Hingham Street, Rockland, MA 02370RIA
CRD#: 167816
ROCKLAND, MA
Past
October 18, 2017 - January 11, 2021
CUTTER FINANCIAL GROUP LLC
RIA
CRD#: 290016
EAST FALMOUTH, MA
Past
February 2, 2015 - February 21, 2018
VANN EQUITY MANAGEMENT LLC
RIA
CRD#: 174239
E. FALMOUTH, MA
Past
April 15, 2013 - January 12, 2015
MOORS & CABOT, INC.
BD
CRD#: 594
NORWELL, MA
Past
December 12, 2005 - April 24, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
PLYMOUTH, MA
Past
April 28, 2004 - January 9, 2005
GERALD J. ROBILLARD & CO., INC.
RIA
CRD#: 128644
BOSTON, MA
Past
December 16, 1989 - April 24, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
PLYMOUTH, MA
Past
October 25, 1985 - December 16, 1989
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
Past
May 27, 1982 - October 28, 1985
MHA FINANCIAL CORP
BD
CRD#: 7462
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.Highlighted states indicate IAR registrations
IAR
Massachusetts(12/15/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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
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Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Rockland, MA 02370TRUST BUT VERIFY
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