BA
Blair I. Aaronson
VIRTUE CAPITAL MANAGEMENT
WOODLAND HILLS, CA 91364
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CRD#: 1343922
BA
Professional summary
Blair Israel Aaronson is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Woodland Hills, California.
Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Blair has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 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.
RETIREMENT THRU DESIGN DBA FORTE INSURANCE SOLUTIONS�, Title: SELF EMPLOYED, Description: INSURANCE AND ANNUITY SALES, Start Date: 01-01-2005, Address: 21550 OXNARD STREET #300 WOODLAND HILLS, CA 91367, Investment-related? YES, Hours per month: 80, During trading hours: 80 BRIGHTON ADVISORY GROUP, Title: REFERRER, Description: ON OCCASION I REFER INDIVIDUALS TO BRIGHTON ADVISORY GROUP FOR SERVICES I DO NOT COVER. Start Date: 1/3/2022, Address: 5704 LINDLEY ENCINO CA 91316, Investment-related? NO, Hours per month: 0-5, During trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Blair Israel Aaronson'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
August 22, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 21550 Oxnard St. Suite 300, Woodland Hills, CA 91364RIA
CRD#: 167816
WOODLAND HILLS, CA
Past
July 23, 2015 - August 23, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
WOODLAND HILLS, CA
Past
October 1, 1999 - June 13, 2002
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
LOS ANGELES, CA
Past
September 14, 1999 - June 13, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
January 26, 1996 - September 1, 1999
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
November 3, 1992 - January 31, 1996
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
February 11, 1991 - November 5, 1992
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
March 23, 1985 - January 31, 1991
M.L. STERN & CO., LLC.
BD
CRD#: 8327
BEVERLY HILLS, CA
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
California(8/22/2019)
Exams
State Security Law Exam
State Security Law 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.
