AdvisorOS Directory
Claim Profile
Unclaimed Profile
KS

Kathleen Simolike

VEERY CAPITAL, LLC·WILMINGTON, Delaware
SIE, Series 7, Series 66CFPClean record5 years registeredVEERY CAPITAL, LLC
112 S FRENCH ST, WILMINGTON, DE 19801CRD# 5686774Firm CRD# 298465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen Simolike · WILMINGTON, DE
Registration
CRD #5686774 · VEERY CAPITAL, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

VEERY CAPITAL, LLC
Jan 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 29, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VEERY CAPITAL, LLC
CRD 298465 · SEC 801-114003
AUM
$739M
Regulatory assets under management
Employees
12
789 client accounts
Services offered by VEERY CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at VEERY CAPITAL, LLC →
Introduction

Speak with Kathleen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kathleen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kathleen Simolike offer?
Kathleen Simolike specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Kathleen Simolike's credentials?
Kathleen Simolike holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kathleen Simolike located?
Kathleen Simolike is based in WILMINGTON, Delaware, working with VEERY CAPITAL, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Kathleen Simolike charge for services?
Kathleen Simolike's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VEERY CAPITAL, LLC?
VEERY CAPITAL, LLC has approximately 12 employees and manages $739M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at VEERY CAPITAL, LLC

Matthew James Macneal
WILMINGTON, DE
CFP
Cortney B Milner
WILMINGTON, DE
David Christopher Benfer
WILMINGTON, DE
CFP

More Advisors in WILMINGTON, Delaware

Kevin Michael Keefe
REALTA INVESTMENT ADVISORS, INC·WILMINGTON, DE
CFA
Mark W Jamison
DUPONT CAPITAL MANAGEMENT CORP·WILMINGTON, DE
Brian David Marvin
MARVIN & PALMER ASSOCIATES·WILMINGTON, DE
Devon Williams Daniels
DANIELS + TANSEY, L.L.P.·WILMINGTON, DE
Matthew Cole Beardwood
WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, DE
Albert Arthur Caporaso
CAPORASO ALBERT A & ASSOCIATES INC.·WILMINGTON, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
GREENVILLE (18)NEWARK (12)DOVER (10)REHOBOTH BEACH (8)LEWES (5)ROCKLAND (2)DAGSBORO (2)MONTCHANIN (2)HOCKESSIN (1)0000740272 (1)
City Guides
GREENVILLE GuideNEWARK GuideDOVER GuideREHOBOTH BEACH GuideLEWES Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile