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Blair Israel Aaronson

Virtue Capital Management, LLC

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About Blair Israel Aaronson

Blair Israel Aaronson is an investment advisor representative with Virtue Capital Management, LLC. Blair has been in the industry since 1985. Blair has a Series 63, 65, and 7. Blair is also a registered investment advisor in California. Blair is a licensed insurance agent and sells insurance and annuities through Retirement Thru Design. Blair's other business activities include referring clients to Brighton Advisory Group for services that Blair does not cover.

Firm Information

Blair Aaronson 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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Blair Aaronson’s Registration & Firm History

CA

08/22/2019 - Present

Virtue Capital Management, LLC (WOODLAND HILLS CA)

NY

09/14/1999 - 06/13/2002

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

01/26/1996 - 09/01/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

11/03/1992 - 01/31/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

02/11/1991 - 11/05/1992

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

CA

03/23/1985 - 01/31/1991

M.L. STERN & CO. INC. (BEVERLY HILLS CA)

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Licenses & Designations

IA

Issued 06/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blair Israel Aaronson.
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