Alyssa Srey
Investment adviser representative at Virtue Capital Management, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Virtue Capital Management, LLCMay 2024 to now
- Kennedy Wealth DesignNov 2021 to May 2024
- Boston ScientificDec 2020 to Nov 2021
- Maid In TennesseeAug 2019 to Dec 2020
- Rutherford County ChamberAug 2019 to Oct 2019
- Gulfstream AerospaceMay 2019 to Aug 2019
- StudentAug 2011 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7094572
- Firm CRD
- 167816