Michael Waldorf Puck
Investment adviser representative at Virtue Capital Management, LLC
10 yearsExperience
3 statesRegistered in
$1.3BFirm assets
12 yearsFirm in business
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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
10 years in the industry.
- Virtue Capital Management, LLCJul 2026 to now
- Zega InvestmentsJun 2024 to Jun 2026
- Zega Financial, LLCJul 2021 to Jun 2024
- The Burney CompanyOct 2016 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (AZ, FL, TX).
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
- 5810550
- Firm CRD
- 167816