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Philip Steven D'agostino

VERATIS ADVISORS, INC.·CARY, North Carolina
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1400 CRESCENT GREEN, CARY, NC 27518-8118CRD# 4945472Firm CRD# 117892
01

About

Philip Steven D'agostino is a registered financial advisor based in CARY, North Carolina, affiliated with VERATIS ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VERATIS ADVISORS, INC.
VERATIS ADVISORS, INC.
AUM
$4.4B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VERATIS ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4945472
Firm CRD# 117892
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Steven D'agostino offer?
Philip Steven D'agostino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARY, North Carolina for a consultation.
What are Philip Steven D'agostino's credentials?
Philip Steven D'agostino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Steven D'agostino located?
Philip Steven D'agostino is based in CARY, North Carolina, working with VERATIS ADVISORS, INC.. Their office serves clients in the CARY metropolitan area and surrounding communities.
How does Philip Steven D'agostino charge for services?
Philip Steven D'agostino'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 VERATIS ADVISORS, INC.?
VERATIS ADVISORS, INC. has approximately 7 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CARY
Stephen Drew Simpson — VERATIS ADVISORS, INC.Peggy Highsmith Brinn — VERATIS ADVISORS, INC.Lance Lyle Clark — SYNOBIS ADVISORS, INC.Robert Alexander Leggett — WEALTHSHIELD PARTNERS, LLCThomas J. Geraghty — STONEGATE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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