Gerald
Robillard

Virtue Capital Management, LLC

CRD#1049256
Investment Advisor
in Brentwood, TN

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About this Advisor

Gerald Robillard is a financial advisor based in Brentwood, Tennessee, working with Virtue Capital Management, LLC. Gerald has previously held positions at Gjr Financial, Inc Pka Robillard Financial Group, Moors & Cabot, Precision Capital Management, Cutter Financial Group LLC, and Virtue Capital Management, LLC. Gerald has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Gerald is part of Virtue Capital Management, LLC, which operates out of Brentwood, Tennessee. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

TN Average: $730,596,643
Total Number of Employees

110

TN Average: 15
Total Number of Accounts

6,111

TN Average: 968
Average Account Size

$128,861

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Gerald Robillard Work History

2020 - Present (4 years)

Virtue Capital Management, LLC

1997 - Present (27 years)

Gjr Financial, Inc Pka Robillard Financial Group

2017 - 2020 (3 years)

Cutter Financial Group LLC

2015 - 2018 (3 years)

Precision Capital Management

2013 - 2015 (2 years)

Moors & Cabot

Disclosures

Please visit the SEC profile of Gerald Robillard 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

Brooke Huckert
Brenham, TX
John Keeley
Roanoke, VA
Danny Miller
Pompano Beach, FL
Justin Barwick
Saint Louis, MO
Ian Maxwell
Brentwood, TN
Christopher Clay
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Hugh Mcdonald
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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