Managing Member/president/director · Verity Investment Partners
William W. Verity
CRD 1426080 · Named on Form ADV at one SEC-registered adviser
At a glance
Verity Investment Partners, an SEC-registered wealth manager based in Beaufort, SC with $1.4 billion in regulatory assets, lists William W. Verity on its Form ADV as Managing Member/president/director, a control person.
Firms and roles
- Verity Investment PartnersManaging Member/president/directorWealth manager · Beaufort, SC · $1.4B in regulatory assets
AtlasMembers
William’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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- Search and export owners by title, state and firm size
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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
- Paula M. VerityChief Financial Officer, Verity Investment Partners
- Tanya M. OlveraChief Compliance Officer, Verity Investment Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.