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Stephen Drew Simpson

VERATIS ADVISORS, INC.·CARY, North Carolina
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1400 CRESCENT GREEN, CARY, NC 27518-8118CRD# 3110508Firm CRD# 117892
01

About

Stephen Drew Simpson 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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3110508
Firm CRD# 117892
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Drew Simpson offer?
Stephen Drew Simpson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARY, North Carolina for a consultation.
What are Stephen Drew Simpson's credentials?
Stephen Drew Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Drew Simpson located?
Stephen Drew Simpson 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 Stephen Drew Simpson charge for services?
Stephen Drew Simpson'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
Peggy Highsmith Brinn — VERATIS ADVISORS, INC.Lance Lyle Clark — SYNOBIS ADVISORS, INC.Robert Alexander Leggett — WEALTHSHIELD PARTNERS, LLCJames Richard Sotell — COMPERIO RETIREMENT CONSULTING, INC.Thomas 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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