MK
Matthew D. Kennedy
VIRTUE CAPITAL MANAGEMENT
MURFREESBORO, TN 37129
Some features on this profile are disabled
CRD#: 5011536
MK
Professional summary
Matthew Datis-o'neal Kennedy, who also goes by Matt Kennedy, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Murfreesboro, Tennessee.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Kennedy
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) MATTHEW KENNEDY, Title: SOLE PROP.�, Description: INSURANCE SALES. AGT, Start Date: 07-01-2004, Address: 805 S CHURCH ST, MURFREESBORO, TN.�, Investment-related? YES, Hours per month: 100, During trading hours: 100 (2) IMPACT HOLDINGS, LLC�, Title: FOUNDER, Description: PRACTIVE MANAGEMENT COACHING FOR DENTISITS�, Start Date: 08-01-2020, Address: �21 S. PUBLIC SQUARE MURFREESBORO, TN 37130, Investment-related? NO, Hours per month: 50, During trading hours: 3 (3) THIRD BOX ADVISORS, LLC, Title: MEMBER, Description: COACHING/TRAINING INSURANCE ADVISORS, Start Date: 10/17/2022, Address: 21 S. PUBLIC SQUARE MURFREESBORO, TN 37130, Investment-related? NO, Hours per month: 20, During trading hours: 20 (4) KENNEDY ADVISORS, LLC, Title: OWNER, Description: INSURANCE SALES, Start Date: 10/17/2022, Address: 125 WYNDHAM CV MURFREESBORO TN 37129, Investment-related? NO, Hours per month: 80, During trading hours: 80
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Datis-o'neal Kennedy'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
April 2, 2020 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 1500 Medical Center Parkway Suite 3a-46, Murfreesboro, TN 37129RIA
CRD#: 167816
MURFREESBORO, TN
Past
March 1, 2016 - April 9, 2020
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
Murfreesboro, TN
Past
March 1, 2016 - April 9, 2020
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
Murfreesboro, TN
Past
July 17, 2008 - March 2, 2016
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
MURFREESBORO, TN
Past
July 31, 2006 - March 2, 2016
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
MURFREESBORO, TN
Past
September 16, 2005 - August 1, 2006
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
MURFREESBORO, TN
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
Tennessee(4/2/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 7/3/2012
Corporate Securities Limited Representative ExaminationGeneral 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.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Murfreesboro, TN 37129TRUST BUT VERIFY
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