Unclaimed Profile

James Edward Stueve

RIDGEWORTH CAPITAL MANAGEMENT LLC·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 24, Series 26, Series 63CFPClean record21 years registeredRIDGEWORTH CAPITAL MANAGEMENT LLC

3333 PIEDMONT ROAD, NE, ATLANTA, GA 30305CRD# 1637711Firm CRD# 107346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Edward Stueve · ATLANTA, GA

Registration

CRD #1637711 · RIDGEWORTH CAPITAL MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RIDGEWORTH CAPITAL MANAGEMENT LLC

RIDGEWORTH CAPITAL MANAGEMENT LLC

May 2015 – Jun 2017

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Jan 2008 – Aug 2008

ATLANTA, GA

AIM PRIVATE ASSET MANAGEMENT

Jun 2005 – Oct 2007

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · June 1, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIRTUS FUND ADVISERS, LLC

CRD 107346 · SEC 801-23163

AUM

$8.0B

Regulatory assets under management

Employees

281 client accounts

Services offered by VIRTUS FUND ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at VIRTUS FUND ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Edward Stueve offer?

James Edward Stueve specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are James Edward Stueve's credentials?

James Edward Stueve holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Edward Stueve located?

James Edward Stueve is based in ATLANTA, Georgia, last registered with RIDGEWORTH CAPITAL MANAGEMENT LLC.

How does James Edward Stueve charge for services?

James Edward Stueve's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIDGEWORTH CAPITAL MANAGEMENT LLC?

RIDGEWORTH CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $8.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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