HM
Hugh A. Mcdonald
VIRTUE CAPITAL MANAGEMENT
Brentwood, TN 37027
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CRD#: 2321700
HM
Professional summary
Hugh Augustin Mcdonald is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Brentwood, Tennessee.
Hugh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Hugh has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 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) ATLANTIC COLLEGE PLANNING, INC, Title: PRESIDENT/OWNER, Description: COLLEGE PLANNING SERVICES EXCUTIVE OVERSIGHT ON ACP POLICIES AND PROCEDURES, Start Date: 05-01-2013, Address: 100 SOUTH JEFFERSON ROAD, SUITE 100-9, WHIPPANY, NJ 07981�, Investment-related? NO, Hours per month: 60-120, During trading hours: 0-6+HRS (2) P.G.O. PARSIPPANY GROUP ONE, Title: OWNER, Description: REAL ESTATE HOLDING COMPANY FOR INHERITED HOME COLLETERAL FOR LLC MGT/DEBT ESTATE, Start Date: 02-01-2013, Address: MENDHAM, NJ�, Investment-related? NO, Hours per month: 0, During trading hours: 0 (3) AUGUSTIN CLIENT SERVICES, Title: PRESIDENT / SOLE MBR NJ LLC, Description: MINIMAL SUPERVISION OF 1-3 IN OFFICE / REMOTE / INDEPENDENT CONTRACTORS / ADMIN / SECRETARIES WHO WILL PROVIDE ADMIN / BUSINESS PROCESSING / CLIENT SERVICES FOR NEW AND EXISTING CLIENTS, Start Date: 7/5/2023, Address: 100 SOUTH JEFFERSON ROAD, WHIPPANY, NJ 07981, Investment-related? NO, Hours per month: 16, During trading hours: 4 (4) EPEO SUPPLEMENTAL EMPLOYEE BENEFITS, NJ LLC, Title: PRESIDENT, Description: SUPPLEMENTAL EMPLOYEE BENEFITS CONSULTING THAT INCLUDE PREVIOUSLY APPROVED OBA ATLANTIC COLLEGE PLANNING SERVICES, Start Date: 1/17/2024, Address: 100 SOUTH JEFFERSON ROAD, WHIPPANY, NJ 07981, Investment-related? NO, Hours per month: 40, During trading hours: 0-10 (5) IRMAA ADVISOR GROUP LLC, Title: PRESIDENT, Description: PROVIDE EDUCATIONAL IRMAA INFORMATION AND OR CUSTOMIZED IRMAA REPORTS. SIMILAR TO COLLEGE PLANNING, EXPECT TO MEET WITH CLIENTS AFTER TRADING HOURS AND ON WEEKENDS. Start Date: 4/15/2024, Address: 100 SOUTH JEFFERSON ROAD, SUITE 108, WHIPPANY, NJ 07981, Investment-related? NO, Hours per month: 20, During trading hours: 8
CRS (Client Relationship Summary) - RIA
Click below to view Hugh Augustin Mcdonald'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 13, 2016 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027Office #2: 100 South Jefferson Road #108, Whippany, NJ 07981RIA
CRD#: 167816
Brentwood, TN
Past
May 2, 2014 - May 5, 2014
B. RILEY WEALTH ADVISORS, INC.
RIA
CRD#: 115927
TEANECK, NJ
Past
November 22, 2013 - May 26, 2016
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
PARSIPPANY, NJ
Past
March 4, 2003 - May 6, 2014
ASSET & FINANCIAL PLANNING, LTD
RIA
CRD#: 110709
TEANECK, NJ
Past
October 28, 2002 - November 22, 2013
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
TEANECK, NJ
Past
June 26, 2001 - October 9, 2002
CELADON FINANCIAL GROUP LLC
BD
CRD#: 36538
MORRISTOWN, NJ
Past
August 4, 1998 - June 25, 2001
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
March 2, 1993 - May 20, 1998
YOUR MONEY MATTERS BROKERAGE SERVICES, INC.
BD
CRD#: 28476
SOMERSET, NJ
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(6/13/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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.
