Priscila
Ferngren

Virtue Capital Management, LLC

CRD#7926890
Investment Advisor
in Winter Park, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Priscila Ferngren is a financial advisor based in Winter Park, Florida, working with Virtue Capital Management, LLC. Priscila has previously worked at Virtue Capital Management, LLC, Pri Cosentino LLC, Xexis Private Wealth LLC, Tabletop Catering LLC, Xexis Wealth, and Q2 Publicidade. Priscila has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Priscila is part of Virtue Capital Management, LLC, which operates out of Winter Park, Florida. The firm has 98 offices and 108 employees. The firm manages assets totaling $1.2 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Winter Park, FL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,208,391,728

FL Average: $730,596,643
Total Number of Employees

108

FL Average: 15
Total Number of Accounts

7,455

FL Average: 968
Average Account Size

$162,091

FL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Priscila Ferngren Work History

2025 - Present (0 year)

Virtue Capital Management, LLC

2024 - Present (1 year)

Xexis Private Wealth LLC

2017 - Present (8 years)

Pri Cosentino LLC

2018 - 2021 (3 years)

Tabletop Catering LLC

2017 - 2018 (1 year)

Xexis Wealth

2009 - 2017 (8 years)

Q2 Publicidade

Disclosures

Please visit the SEC profile of Priscila Ferngren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

Aristotle Mcdonald
Brentwood, TN
Brandon Dillard
Brentwood, TN
Matthew Hisey
Brentwood, TN
Richard Callison
Brentwood, TN
Jeremiah Threlkeld
Brentwood, TN
Christopher Gelfuso
Brentwood, TN
Richard Thompson
Brentwood, TN
Brooke Huckert
Brenham, TX

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started