Nancy Lee Bartolameolli
Investment adviser representative at Virtue Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
Are you Nancy Lee Bartolameolli? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Virtue Capital Management, LLCJun 2025 to now
- Woodcrest Financial GroupMay 2012 to now
- Retirement Wealth AdvisorsDec 2017 to Jun 2025
- Motiv8 Investments LLCMar 2017 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
Virtue Capital Management, LLC
$1.3BAssets managed
5,770Clients
86Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4924149
- Firm CRD
- 167816