Gary
D'Alessio

Verity Asset Management

CRD#7244170
Investment Advisor
in Durham, NC

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About this Advisor

Gary D'Alessio is a financial advisor who works in Durham, North Carolina who has 3 years of industry experience. D'Alessio currently works for Verity Asset Management. During their career, the advisor has held roles at Verity Asset Management, Cherry Hill Police Department, Teacher'S Pension and Burlington County Prosecutor'S Office. D'Alessio has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in New Jersey. Verity Asset Management is a financial advisory company based out of Durham, NC. The investment advisory business has offices in eight locations and a total of 69 advisors. It controls $783 million in assets among its 7,489 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 7,489 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Verity Asset Management provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Verity Asset Management can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

280 S Mangum St Ste 550
Durham, NC 27701-3676

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Verity Asset Management Brokerage Details

Total Assets Under Management

$783,152,132

NC Average: $3,625,019,099
Total Number of Employees

69

NC Average: 22
Total Number of Accounts

7,489

NC Average: 1,917
Average Account Size

$104,574

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gary D'Alessio Work History

Gary has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Verity Asset Management

2020 - Present (4 years)

Burlington County Prosecutor'S Office

2019 - Present (5 years)

Teacher'S Pension

2013 - 2020 (7 years)

Cherry Hill Police Department

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary D'Alessio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Verity Asset Management

Gary D'Alessio
Durham, NC
William Barnes
Rockingham, NC
Conrad Walker
Danville, CA
Brad Corbett
Durham, NC
Vickie Mach
Durham, NC
Ronald Gibbs
Durham, NC
Nickolas Moes
Keller, TX
David Cox
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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