Verit Advisors Capital Markets LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
170833
Registered since
February 8, 2016
Website
verit.com

Firm profile

FINTRX

Overview

Verit Advisors Capital Markets LLC is organized as a limited liability company and is registered with the SEC since 2016. The firm is classified as an investment bank and is owned by a combination of a domestic entity and individual stakeholders. The firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or a related adviser to another registered entity. Verit Advisors Capital Markets LLC has not publicly disclosed details about its client base, fee models, advisory or business activities.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mary Josephs

    Mary Josephs

    Founder and CEOCRD 5284807

Contacts

3 of 5
  • Stephanie Rustad

    Stephanie Rustad

    FinOpCRD 2327465

  • John Solimine

    John Solimine

    Founding Member and Managing DirectorCRD 4951479

  • Matthew Anderson

    Matthew Anderson

    PrincipalCRD 6246800

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
181 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth