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Robert Allen Zeiner

Virtue Capital Management, LLC

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About Robert Allen Zeiner

Robert Zeiner is a financial advisor with Virtue Capital Management, LLC. Robert has been in the financial industry since 1982 and has been registered with the state of Florida since 2019. Robert has a Chartered Financial Consultant designation. Robert specializes in retirement planning, financial planning, and portfolio management.

Firm Information

Robert Zeiner 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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Robert Zeiner’s Registration & Firm History

FL

10/08/2019 - Present

Virtue Capital Management, LLC (Jacksonville FL)

CO

02/04/2014 - 03/19/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

CA

04/15/2013 - 10/24/2013

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

FL

03/04/2011 - 04/02/2013

SAMMONS SECURITIES COMPANY, LLC (JACKSONVILLE FL)

FL

05/25/2007 - 02/11/2011

QA3 FINANCIAL CORP. (JACKSONVILLE FL)

FL

11/17/1997 - 05/07/2007

PRINCOR FINANCIAL SERVICES CORPORATION (JACKSONVILLE FL)

MA

05/31/1985 - 11/12/1997

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/20/1982 - 06/04/1985

CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 04/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Allen Zeiner. Review regulatory record here.
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