Veratis Advisors Inc
Legal Name: VERATIS ADVISORS, INC.
Full Contact Details
Veratis Advisors Inc
1400 CRESCENT GREEN, SUITE 110, CARY, NC
919-460-8875
919-460-9071
Other Info
Veratis Advisors Inc, a North Carolina-based corporation, currently operates with a staff of seven, including three advisers, and provides services to three clients. The firm is registered with the SEC and was last reported as approved on January 18, 2002.
Veratis Advisors, Inc. – Reputation Is Earned
Reputation ARNED IS E Firm Overview Veratis Advisors is an independent and established boutique advisory firm specializing in two retirement practice areas - Corporate Retirement Plans and Personal Wealth. The firm was established in 2001 and has become known for a level of quality, progressiveness …
Direct Owners
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PEGGY HIGHSMITH BRINN
CORPORATE SECRETARY owns more than 10% but less than 25%
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STEPHEN DREW SIMPSON
CHIEF COMPLIANCE OFFICER owns 75% or more