Michael
Morera

Virtue Capital Management, LLC

CRD#1851504
Investment Advisor
in Brentwood, TN

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About this Advisor

Michael Morera is a financial advisor based out of Brentwood, Tennessee with 8 years of relevant experience. Morera is currently employed by Virtue Capital Management, LLC. During their career, Morera has held roles at Regal Securities, Regal Advisory Services, Virtue Capital Management, LLC and Beach Cities Tax Service. Morera has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in California. Virtue Capital Management, LLC is a business operating out of Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 employees. It administers $941 million in assets between its 8,035 client accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 8,035 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees depend on which services the firm provides the client. Fees billed by Virtue Capital Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

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

$941,394,286

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

133

TN Average: 15
Total Number of Accounts

8,035

TN Average: 968
Average Account Size

$117,162

TN Average: $754,749

Investment Advisory Services

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

Michael Morera Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Virtue Capital Management, LLC

2011 - Present (13 years)

Beach Cities Tax Service

2007 - 2015 (8 years)

Regal Securities

2007 - 2015 (8 years)

Regal Advisory Services

*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 Michael Morera 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

Kevin Smith
Orlando, FL
Donald Stanley
Brentwood, TN
Thomas Davis
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Danny Miller
Pompano Beach, FL
Nicole Nguyen
Brentwood, TN
Mark Scott
Brentwood, TN
Michael Wurster
Brentwood, TN

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.

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