linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Varney Redaelli

Virtue Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Varney Redaelli

Richard Redaelli is an investment advisor representative with Virtue Capital Management, LLC, and has been with the firm since September 2018. Richard has been in the financial services industry since March 1997. He is registered with the state of Arizona. Richard has passed the Series 6, Series 63, and Series 65 exams. Richard Redaelli provides financial planning services, conducts educational seminars and provides portfolio management for individuals. He also has experience in insurance sales, and is an independent insurance agent for Secured Financial Solutions, which he has been with since January 2003. Richard's previous employers include USA Financial Securities Corporation, Mutual of Omaha Investor Services, Inc., and Horter Investment Management, LLC.

Firm Information

Richard Redaelli 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Redaelli’s Registration & Firm History

TN

09/27/2018 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

MI

10/03/2003 - 03/11/2004

USA FINANCIAL SECURITIES CORPORATION (ADA MI)

NE

03/03/1997 - 11/06/2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

Not sure if Richard Varney Redaelli is right for you?

Licenses & Designations

IA

Issued 01/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Varney Redaelli.
Not sure if Richard Varney Redaelli is right for you?