Veratis Advisors, Inc.

Veratis Advisors, Inc. (CRD# 117892) is a financial advisory firm headquartered in Cary, NC. They manage $3,681,294,980 in 437 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,681
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $8,424,016
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NC, VA

Financial Advisors at Veratis Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jason W. Carter
CRD#: 5619691
1400 Crescent Green, Suite 110, Cary, NC 27518

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.

2
Philip S. D'agostino
CRD#: 4945472
1400 Crescent Green, Suite 110, Cary, NC 27518

Philip D'agostino (CRD# 4945472) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 18 years of experience in the finance industry.

3
Stephen D. Simpson
CRD#: 3110508
1400 Crescent Green, Suite 110, Cary, NC 27518

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.

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