VERATIS ADVISORS, INC.

CARY, North Carolina·7 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
7
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.

7 registered advisors
Bryce Richard Kain
CARY, North Carolina
Jason William Carter
CARY, North Carolina
Kent Gregory Abbey
CARY, North Carolina
Peggy Highsmith Brinn
CARY, North Carolina
Philip Steven D'agostino
CARY, North Carolina
Stephen Drew Simpson
CARY, North Carolina
Trinette Dubay Ray
CARY, North Carolina
05

Office Locations

CARY, North Carolina
7 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.