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GS

Gregory E. Strong

VIRTUE CAPITAL MANAGEMENT
YARMOUTH, ME
Some features on this profile are disabled
CRD#: 820782
GS

Professional summary


Gregory Edward Strong is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Yarmouth, Maine.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. Gregory has worked at 11 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

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) GREGORY STRONG, Title: AGENT, Description: SELLING LIFE, LTC, FIXED AND FIXED INDEXED ANNUITIES., Start Date: 06-17-1905, Address: 110 BROAD ARROW TRAIL, YARMOUTH MAINE 04096, Investment-related? YES, Hours per month: 100, During trading hours: 100

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory Edward Strong'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

September 24, 2014 - Present

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
YARMOUTH, ME
Past

June 4, 2013 - December 5, 2013

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
YARMOUTH, ME
Past

May 3, 2013 - December 5, 2013

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

November 10, 2009 - December 13, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WHEATON, IL
Past

August 6, 2009 - February 22, 2013

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
YARMOUTH, ME
Past

July 31, 2008 - August 5, 2009

MUTUAL SERVICE CORPORATION

RIA
CRD#: 4806
YARMOUTH, ME
Past

July 10, 2006 - August 5, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
YARMOUTH, ME
Past

June 1, 2005 - July 14, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
YARMOUTH, ME
Past

February 15, 1996 - June 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

June 16, 1989 - February 13, 1996

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

September 13, 1984 - May 15, 1989

MONARCH SECURITIES, INC.

BD
CRD#: 2809
Past

October 20, 1980 - November 13, 1984

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
Past

April 13, 1976 - November 13, 1984

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039

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
Maine
(9/24/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 1/28/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 4/3/1976
Registered Representative Examination

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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,111
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.

Company Information


VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816Yarmouth, ME

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