RZ
Robert A. Zeiner
VIRTUE CAPITAL MANAGEMENT
Jacksonville, FL
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CRD#: 1052912
RZ
Professional summary
Robert Allen Zeiner is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Jacksonville, Florida.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Robert has worked at 11 firms and has passed the Series 63, SIE and Series 6 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) ROBERT A. ZEINER�, Title: SALES/OWNER, Description: INSURANCE BUS,�, Start Date: 03-01-2010, Address: 7807 BAYMEADOWS RD E, STE 402, JACKSONVILLE FL�, Investment-related? NO, Hours per month: 2, During trading hours: 2
CRS (Client Relationship Summary) - RIA
Click below to view Robert Allen Zeiner'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
October 8, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167816
Jacksonville, FL
Past
October 14, 2015 - June 21, 2019
STRATTON & CO. RETIREMENT INVESTMENT STRATEGIES, LLC
RIA
CRD#: 174948
JACKSONVILLE, FL
Past
September 19, 2014 - March 19, 2019
TLG ADVISORS, INC.
RIA
CRD#: 111052
JACKSONVILLE, FL
Past
February 4, 2014 - March 19, 2019
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
April 15, 2013 - October 24, 2013
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
Past
May 18, 2011 - April 2, 2013
SPC
RIA
CRD#: 110692
JACKSONVILLE, FL
Past
March 4, 2011 - April 2, 2013
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
JACKSONVILLE, FL
Past
May 25, 2007 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
JACKSONVILLE, FL
Past
November 17, 1997 - May 7, 2007
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
JACKSONVILLE, FL
Past
November 17, 1997 - May 7, 2007
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
JACKSONVILLE, FL
Past
May 31, 1985 - November 12, 1997
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 20, 1982 - June 4, 1985
G. R. PHELPS & CO., INC.
BD
CRD#: 173
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
Florida(10/8/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
