VERATIS ADVISORS, INC. of CARY, NC is an SEC-registered investment adviser (CRD 117892). Regulatory assets under management: $6.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Bryce Richard Kain | INVESTMENT ANALYST | — |
| Stephen Drew Simpson | MANAGING PARTNER | — |
| Jason William Carter | WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Trinette Dubay Ray | RETIREMENT PLAN CONSULTANT/PARTNER | — |
| CARTER WILLIAM | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER; WEALTH ADVISOR, PARTNER; WEALTH ADVISOR/PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ABBEY KENT GREGORY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR; MANAGING DIRECTOR (+3 more) | — |
| SIMPSON STEPHEN DREW | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/MANAGING DIRECTOR (+4 more) | — |
| BRINN PEGGY HIGHSMITH | CORPORATE SECRETARY | — |
| D'AGOSTINO PHILIP STEVEN | WEALTH ADVISOR, PARTNER | — |
| KAIN BRYCE RICHARD | INVESTMENT ANALYST | — |
| RAY TRINETTE DUBAY | RETIREMENT PLAN CONSULTANT/PARTNER | — |