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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-18-2002
- Office Locations
- 1
Office Locations
About Veratis Advisors, Inc.
Veratis Advisors is an independent firm with two integrated teams: Corporate Retirement and Personal Wealth. They support organizations overseeing retirement plans and advise individuals and families with financial planning that integrates investment, tax, and estate planning, backed by institutional asset management capabilities. Known for a quality-first, long-term approach and collaborative solutions; custodies client assets with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN DREW SIMPSON
Managing Partner
- CRD
- #3110508
- Ownership
- 50% but less than 75%
JASON WILLIAM CARTER
Chief Compliance Officer, Partner, Wealth Advisor
- CRD
- #5619691
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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LIAM BRIAN JOHNSON
--
- CRD
- #6092480
DEREK THOMPSON WILLIAMS
Advisor
- CRD
- #6615541
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,209,223 | $694,220 |
| Non-Discretionary | $5,610,993,946 | $187,033,132 |
| Total | $5,994,203,169 | $10,299,318 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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