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Alyssa Srey

Virtue Capital Management, LLC

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About Alyssa Srey

Alyssa Srey is an Investment Advisor Representative associated with Virtue Capital Management, LLC. Alyssa has been working in the financial industry since 2011. Alyssa specializes in financial planning, portfolio management for individuals, and educational seminars. Alyssa is registered with the state of Tennessee and has passed the Series 65 exam.

Firm Information

Alyssa Srey is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alyssa Srey’s Registration & Firm History

TN

05/31/2024 - Present

Virtue Capital Management, LLC (MURFREESBORO TN)

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Licenses & Designations

IA

Issued 05/03/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alyssa Srey.
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