Stuart
Boxenbaum
Virtue Capital Management, LLC
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About this Advisor
Stuart Boxenbaum is a certified financial planner based in Jupiter, Florida with 5 years of industry experience. Boxenbaum is on the advisory team at Virtue Capital Management, LLC. The advisor has gained experience at Statewide Financial Group Inc, Gf Investment Services, LLC, Global Financial Private Capital, 116 Intracoastal Pointe LLC and Virtue Capital Management, LLC. Boxenbaum has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Virtue Capital Management, LLC is a financial advisory business that has its headquarters in Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 people on staff. It oversees $941 million in assets across its 8,035 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 8,035 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fee types billed by Virtue Capital Management, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Stuart Boxenbaum Work History
Stuart has been registered as a financial advisor for 5 years.*
Virtue Capital Management, LLC
116 Intracoastal Pointe LLC
Statewide Financial Group Inc
Gf Investment Services, LLC
Global Financial Private Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stuart Boxenbaum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Virtue Capital Management, LLC
Brentwood, TN
Orlando, FL
Pompano Beach, FL
Brentwood, TN
Brentwood, TN
Brentwood, TN
Jacksonville, FL
Hiawassee, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
