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Vice President/finance and Operations · Verity Asset Management

Amy L. Simonson

CRD 2326511 · Named on Form ADV at one SEC-registered adviser

At a glance

Verity Asset Management, an SEC-registered wealth manager based in Durham, NC with $1.2 billion in regulatory assets, lists Amy L. Simonson on its Form ADV as Vice President/finance and Operations, a control person.

Firms and roles

  • Verity Asset ManagementVice President/finance and OperationsWealth manager · Durham, NC · $1.2B in regulatory assets

AtlasMembers

Amy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gordon T. WegwartPresident/chief Compliance Officer/chief Investment Officer, Verity Asset Management
  • Sean J. McGillVice President / Director of Advisor Services, Verity Asset Management
  • Jeff A. MunseyVice President, Verity Asset Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.