Rachel Menna (CRD# 6670016) is an Investment Advisor Representative working at Verity Asset Management in Ronkonkoma, NY and has over 4 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verity Investments, Inc. | Durham, NC | Jul 2020 - Current | 3 |
| Verity Asset Management | Durham, NC | Jul 2020 - Current | 3 |
| The Prudential Insurance Company Of America | Melville, NY | Jan 2020 - Jul 2020 | < 1 |
| Pruco Securities LLC | Melville, NY | Dec 2019 - Jul 2020 | < 1 |
| Station Coffee Shop | Port Jefferson Station, NY | Oct 2019 - Mar 2020 | < 1 |
| Nys Unemployment | Mt Sinai, NY | Jun 2019 - Aug 2019 | < 1 |
| Mutual, Inc. | Farmingville, NY | Sep 2018 - May 2019 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Sep 2018 - May 2019 | < 1 |
| Mutual, Inc. | Farmingville, NY | Jun 2018 - Sep 2018 | < 1 |
| University Of West Haven - Business Office | West Haven, CT | Oct 2015 - May 2018 | 2 |
| University Of West Haven | West Haven, CT | Aug 2014 - May 2018 | 3 |
| Mutual, Inc. | Farmingville, NY | May 2016 - Jan 2018 | 1 |
| Elmentary/middle/high School | Mt. Sinai, NY | Aug 2002 - Jun 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- NH
- NY
-
Total Assets Under Management903MILLIONS
-
Total Number of Accounts8,036ACCOUNTS
-
Average Account Value$112,356
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.