Veratis Advisors, Inc.

Veratis Advisors, Inc. (CRD# 117892) is a financial advisory firm headquartered in Cary, NC. They manage $22,836,790 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,141,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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
96
Wealthminder
score

Jason Carter (CRD# 5619691) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 9 years of experience in the finance industry. Jason Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip S. D'agostino
CRD#: 4945472
1400 Crescent Green, Suite 110, Cary, NC 27518
93
Wealthminder
score

Philip D'agostino (CRD# 4945472) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 12 years of experience in the finance industry.

3
Stephen D. Simpson
CRD#: 3110508
1400 Crescent Green, Suite 110, Cary, NC 27518
89
Wealthminder
score

Stephen Simpson (CRD# 3110508) is an Investment Advisor Representative working at Veratis Advisors, Inc. in Cary, NC and has over 2 years of experience in the finance industry.

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