CG
Christopher J. Gelfuso
VIRTUE CAPITAL MANAGEMENT
DOWNEY, CA 90240
Some features on this profile are disabled
CRD#: 7845470
CG
Professional summary
Christopher John Gelfuso, who also goes by Chris Gelfuso, Christopher J Gelfuso, Christopher Gelfuso, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Downey, California.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Christopher has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Gelfuso | Christopher J Gelfuso | Christopher Gelfuso
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.
LA VERNE HOME IMPROVEMENT COMPANY DBA BLACKBIRD BUILDING SUPPLY; CFO; This business is a reseller of doors and windows primarily for residential properties; NIR; HRS 2; HRS 2; 05/05/2016; 6904 Oriole Ave, La Verne CA 91750; My duties are accounting related. I invoice customers, collect payments, pay bills, reconcile bank account, prepare and file sales tax returns, and prepare and file income tax returns. WANDERLUST TRUST; Trustee; This is a revocable family trust created for estate planning purposes; IR; HRS 1; HRS 1; 07/27/2021; 21112 Via Corrillo, Yorba Linda CA 92887; Co-Trustee. My duties are those related to a trustee of a revocable family trust. I pay the bills for the personal residence we live in that is owned by the trust. I invest liquid assets owned by the trust in various savings and brokerage accounts which have all been disclosed. I meet with investment advisors to monitor the brokerage invesments. RENTAL PROPERTY; Trustee; Trust owns on residential rental property. It is a condo that is leased to tenants; IR; HRS 1; HRS 0; 09/11/2006; 21112 Via Corrillo, Yorba Linda CA 92887; My duties are property management related. I advertise the property for rent when it is vacant, screen tenants, and sign the lease. My spouse collects the rent and handles maintenance requests. I also prepare the income statement when filing the Schedule E of Form 1040. GELFUSO ENTERPRISES, INC. DBA UPLEVEL BUSINESS SERVICES; Chief Executive Officer; I offer tax planning, tax preparation, tax consulting, bookkeeping and payroll services through this entity; NIR; HRS 30; HRS 30; 10/07/2019; 9900 Lakewood Blvd, Suite 206, Downey CA 90240; My duties involve bookkeeping, payroll processing, and tax preparation for small businesses. I enter income and expense transactions from bank and credit card statements, reconcile the bank and credit card accounts, and run income statement and balance sheet reports. For Payroll, I enter hours provided to me from the small business and calculate paychecks. I also file quarterly payroll tax returns. For Tax Preparations, I utilize income statements and balance sheets to prepare income tax returns for business, and W-2s and other tax documents to prepare income tax returns for individuals. ACES TRAILER RENTAL, LLC; Managing Member; This business owns dry van cargo trailers and leases them out on a monthly basis primarily for storage to other businesses; NIR; HRS 2; HRS 2; 04/08/2017; 250 Wolverine Way, Sparks NV 89431; My duties are accounting related. I invoice customers, collect payments, pay bills, reconcile bank account, prepare and file use tax returns, and prepare and file income tax returns.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Gelfuso'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
October 16, 2024 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 9900 Lakewood Blvd Suite 206, Downey, CA 90240RIA
CRD#: 167816
DOWNEY, CA
Past
March 11, 2024 - October 23, 2024
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Downey, CA
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
California(10/16/2024)
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.
