Aristotle L. Mcdonald

VIRTUE CAPITAL MANAGEMENT

Brentwood, TN 37027

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CRD#: 6583068

Professional summary

Aristotle Lyon Mcdonald, who also goes by Aristotle Lyon Mcdonald, Aristotle Mcdonald, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Brentwood, Tennessee.

Aristotle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Aristotle has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aristotle Lyon Mcdonald | Aristotle Mcdonald

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aristotle Lyon Mcdonald's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 17, 2024 - Present

VIRTUE CAPITAL MANAGEMENT, LLC

Office #1: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027

RIA

CRD#: 167816

Brentwood, TN

Past

December 19, 2022 - June 6, 2023

UNITED ADVISORS AMERICA

RIA

CRD#: 147350

Nashville, TN

Past

June 26, 2019 - March 12, 2021

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

BRENTWOOD, TN

Past

June 17, 2019 - March 12, 2021

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

BRENTWOOD, TN

Past

March 18, 2019 - May 14, 2019

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

tampa, FL

Past

January 10, 2019 - March 7, 2019

IFS SECURITIES

CRD#: 40375

Tampa, FL

Past

April 21, 2016 - November 15, 2016

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

December 9, 2015 - April 25, 2016

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

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 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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/20/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/19/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 11/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/9/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCM ADV PART 2A (3/28/2024)

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.

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Advisor Monitoring

Firm Stability Insights

Aristotle L. Mcdonald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aristotle Lyon Mcdonald's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED ADVISORS AMERICA

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

TRINITY WEALTH SECURITIES, L.L.C.

IFS SECURITIES

NATIONWIDE SECURITIES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/20/2019

Series 65

Date: 3/19/2019

SIE

Date: 11/15/2016

Series 6

Date: 12/9/2015

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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