RC
Richard S. Callison
VIRTUE CAPITAL MANAGEMENT
WARREN, NJ 07059-5238
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CRD#: 1530355
RC
Professional summary
Richard Scott Callison is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Warren, New Jersey.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Richard has worked at 8 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7 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.
RED OAK WEALTH MANAGEMENT�, Title: INDEPENDENT INSURANCE AGENT�, Description: SALES AND SERVICE OF LIFE, GROUP HEALTH AND ACCIDENT INSURANCE PRODUCTS., Start Date: 10-01-2016, Address: 217 STIRLING ROAD, SUITE A, WARREN, NJ 07059, Investment-related? YES, Hours per month: 6, During trading hours: 0 SHENANDOAH HOSPITALITY GROUP, INC.�, Title: SECRETARY�, Description: OWNERSHIP IN HOTEL, Start Date: 09-01-2012, Address: WAYNESBORO, VA�, Investment-related? NO, Hours per month: 0, During trading hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Richard Scott Callison'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 9, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 217 Stirling Road, Warren, NJ 07059-5238RIA
CRD#: 167816
WARREN, NJ
Past
April 30, 2020 - November 4, 2022
LIFEMARK SECURITIES CORP.
BD
CRD#: 16204
Warren, NJ
Past
October 4, 2017 - April 30, 2018
TRIBAL CAPITAL MARKETS, LLC
BD
CRD#: 38901
ORLANDO, FL
Past
June 3, 2015 - September 12, 2016
LPS CAPITAL LLC
BD
CRD#: 155246
NEW YORK, NY
Past
September 22, 2008 - March 8, 2013
BARCLAYS CAPITAL INC.
BD
CRD#: 19714
NEW YORK, NY
Past
February 22, 1988 - September 22, 2008
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
December 3, 1986 - January 12, 1988
BNY MELLON SECURITIES CORPORATION
BD
CRD#: 231
Past
July 23, 1986 - October 23, 1986
BSI HOLDINGS, INC.
BD
CRD#: 13751
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
New Jersey(8/9/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/29/1999
Limited Representative-Equity Trader ExamGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
