LS
Lorie S. Shah
VIRTUE ASSET MANAGEMENT LLC
Barrington, IL 60010
Some features on this profile are disabled
CRD#: 5813582
LS
Professional summary
Lorie Salerno Shah, who also goes by Lorie M Salerno, is a registered financial advisor currently at VIRTUE ASSET MANAGEMENT LLC located in Barrington, Illinois.
Lorie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Lorie has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lorie M Salerno
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.
OAK PARK SCHOOL DISTRICT OAK PARK IL SUBSTITUTE TEACHER SINCE 03/2018 NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Lorie Salerno Shah'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 2, 2025 - Present
VIRTUE ASSET MANAGEMENT LLC
Office #1: 308 W. Main Street, Barrington, IL 60010RIA
CRD#: 283438
Barrington, IL
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".
VIRTUE ASSET MANAGEMENT LLC
VIRTUE ASSET MANAGEMENT LLC | VIRTUE ASSET MANAGEMENT, LLC
CRD#: 283438 / SEC#: 801-123564
RIA
Registered Investment Advisory firm - (3/30/2022 Approved)Illinois
Registered Investment Advisory firm - (3/31/2022 Terminated)Texas
Registered Investment Advisory firm - (3/31/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (3/31/2022 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
Illinois(6/2/2025)
Exams
Current Firm
VIRTUE ASSET MANAGEMENT LLC
VIRTUE ASSET MANAGEMENT LLC | VIRTUE ASSET MANAGEMENT, LLC
CRD#: 283438 / SEC#: 801-123564
RIA
Registered Investment Advisory firm - (3/30/2022 Approved)Illinois
Registered Investment Advisory firm - (3/31/2022 Terminated)Texas
Registered Investment Advisory firm - (3/31/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (3/31/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
308 W. Main Street, Barrington, IL 60010
Mailing Address
Phone number
(847) 892-7145
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 238 |
| AUM (Assets Under Management) | $ 185,378,063 |
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.
Company Information
VIRTUE ASSET MANAGEMENT LLC
CRD#: 283438Barrington, IL 60010TRUST BUT VERIFY
Monitor Lorie Shah
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
