VERATIS ADVISORS, INC.

CARY, North Carolina·3 registered advisors·CRD# 117892
SEC# 801-608490919-460-8875
01

Firm Overview

AUM
$4.4B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at VERATIS ADVISORS, INC.

3 registered advisors
Jason William Carter
CARY, North Carolina
CFP
Philip Steven D'agostino
CARY, North Carolina
Stephen Drew Simpson
CARY, North Carolina
05

Office Locations

CARY, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. VERATIS ADVISORS, INC. (CRD# 117892) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.