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Retirement Plan Consultant/partner · Veratis Advisors, Inc.

Trinette D. Ray

CRD 3156485 · Named on Form ADV at one SEC-registered adviser

At a glance

Veratis Advisors, Inc., an SEC-registered asset manager based in Cary, NC with $6.0 billion in regulatory assets, lists Trinette D. Ray on its Form ADV as Retirement Plan Consultant/partner.

Firms and roles

  • Veratis Advisors, Inc.Retirement Plan Consultant/partnerAsset manager · Cary, NC · $6.0B in regulatory assets

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Trinette’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
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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

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