Veritable LP

Veritable LP (CRD# 130758) is a financial advisory firm headquartered in Newtown Square, PA. They manage $13,588,458,000 in 2,999 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,588
    MILLION
  • Total Number of Accounts
    2,999
    ACCOUNTS
  • Average Account Value
    $4,530,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV

Financial Advisors at Veritable LP
Showing 1 - 10 of 28 top financial advisors.
1
Brian A. Badgley
CRD#: 4421352
6022 West Chester Pike, Newtown Square, PA 19073
96
Wealthminder
score

Brian Badgley (CRD# 4421352) is an Investment Advisor Representative working at Veritable LP in Newtown Square, PA and has over 11 years of experience in the finance industry.

2
David M. Belej
CRD#: 1846013
6022 West Chester Pike, Edgemont, PA 19028
96
Wealthminder
score

David Belej (CRD# 1846013) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 22 years of experience in the finance industry.

3
Patrick J. Dougherty
CRD#: 4054957
6022 West Chester Pike, Edgemont, PA 19028
96
Wealthminder
score

Patrick Dougherty (CRD# 4054957) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 15 years of experience in the finance industry.

4
Jeannette L. Grabe
CRD#: 4579659
6022 West Chester Pike, Newtown Square, PA 19073
96
Wealthminder
score

Jeannette Grabe (CRD# 4579659) is an Investment Advisor Representative working at Veritable LP in Newtown Square, PA and has over 14 years of experience in the finance industry.

5
Sonia F. Peterson
CRD#: 3092702
6022 West Chester Pike, Edgemont, PA 19028
96
Wealthminder
score

Sonia Peterson (CRD# 3092702) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 19 years of experience in the finance industry.

6
Brett I. Rubinson
CRD#: 3276583
6022 West Chester Pike, Edgemont, PA 19028
96
Wealthminder
score

Brett Rubinson (CRD# 3276583) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 18 years of experience in the finance industry.

7
Matthew E. Taylor
CRD#: 3145276
6022 West Chester Pike, Edgemont, PA 19028
96
Wealthminder
score

Matthew Taylor (CRD# 3145276) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 18 years of experience in the finance industry.

8
Richard A. Tregerman
CRD#: 3143805
6022 West Chester Pike, Edgemont, PA 19028
96
Wealthminder
score

Richard Tregerman (CRD# 3143805) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 18 years of experience in the finance industry.

9
Frederick R. Bacani
CRD#: 3059729
6022 West Chester Pike, Edgemont, PA 19028
93
Wealthminder
score

Frederick Bacani (CRD# 3059729) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 19 years of experience in the finance industry.

10
Jeffrey A. Beachell
CRD#: 3242941
6022 West Chester Pike, Edgemont, PA 19028
93
Wealthminder
score

Jeffrey Beachell (CRD# 3242941) is an Investment Advisor Representative working at Veritable LP in Edgemont, PA and has over 18 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.