Matthew Rettich, financial advisor Nashville TN
63 score

Matthew Rettich

CRD Number: 2998288
Current Firm: Virtue Capital Management, LLC

Matthew Rettich (CRD# 2998288) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management LLC Nashville, TN Oct 2013 - Current 3
Covenant Reliance Producers, Llc N.k.a. Virtue Advisors Nashville, TN Dec 1998 - Current 18
Cornerstone Retirement Group LLC Nashville, TN Oct 1989 - Current 27
Brookstone Capital Management Nashville, TN Jan 2002 - Oct 2013 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Rettich
Phone Number: 615-340-0801
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
63

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