Veery Capital, LLC

Veery Capital, LLC (CRD# 298465) is a financial advisory firm headquartered in Wilmington, DE. They manage $628,139,399 in 763 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    628
    MILLION
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $823,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, MD, NJ, PA, TX

Financial Advisors at Veery Capital, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David C. Benfer
CRD#: 2449219
112 S French St, Wilmington, DE 19801

David Benfer (CRD# 2449219) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 30 years of experience in the finance industry.

2
Matthew J. Macneal
CRD#: 3069555
112 S French St, Wilmington, DE 19801

Matthew Macneal (CRD# 3069555) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.

3
Michael N. Macneal
CRD#: 7036639
112 S French St, Wilmington, DE 19801

Michael Macneal (CRD# 7036639) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 5 years of experience in the finance industry.

4
Cortney B. Milner
CRD#: 5420374
112 S French St, Wilmington, DE 19801

Cortney Milner (CRD# 5420374) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 15 years of experience in the finance industry.

5
Emily E. Dearing
CRD#: 6707944
112 S French St, Wilmington, DE 19801

Emily Dearing (CRD# 6707944) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.

6
Sarah E. Shaw
CRD#: 7597315
112 S French St, Wilmington, DE 19801

Sarah Shaw (CRD# 7597315) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has 1 year of experience in the finance industry.

7
Kathleen Simolike
CRD#: 5686774
112 S French St, Wilmington, DE 19801

Kathleen Simolike (CRD# 5686774) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 3 years of experience in the finance industry.

8
Robert B. Welch
CRD#: 3070192
112 S French St, Wilmington, DE 19801

Robert Welch (CRD# 3070192) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.

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