Veratis Advisors, Inc.
Veratis Advisors, Inc. (CRD# 117892) is a financial advisory firm headquartered in Cary, NC. They manage $4,429,232,164 in 394 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management4,429MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$11,241,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
LA, NC, VA
Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 15 years of experience in the finance industry.
Philip D'agostino (CRD# 4945472) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 19 years of experience in the finance industry.
Stephen Simpson (CRD# 3110508) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 8 years of experience in the finance industry.