Gregory
Komsky

Verity Asset Management

CRD#6546098
Investment Advisor
in Durham, NC

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About this Advisor

Gregory Komsky is a financial advisor based in Durham, North Carolina, working with Verity Asset Management. Gregory has previously held positions at Teacher's Pension & Insurance Services, Ebs Financial, Planmember Securities Corporation, Encompass More LLC, Verity Asset Management, and Verity Investments, Inc. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Gregory is part of Verity Asset Management, which operates out of Durham, North Carolina. The firm has 9 offices and 64 employees. The firm manages assets totaling $902.9 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Verity Asset Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, 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

$902,895,255

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

64

NC Average: 22
Total Number of Accounts

8,036

NC Average: 1,917
Average Account Size

$112,356

NC Average: $1,890,985

Investment Advisory Services

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

Gregory Komsky Work History

2017 - Present (7 years)

Verity Asset Management

2017 - Present (7 years)

Verity Investments, Inc

2017 - 2018 (1 year)

Encompass More LLC

2015 - 2017 (2 years)

Ebs Financial

2015 - 2017 (2 years)

Planmember Securities Corporation

2011 - 2021 (10 years)

Teacher'S Pension & Insurance Services

Disclosures

Please visit the SEC profile of Gregory Komsky 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

John Davis
Durham, NC
William Barnes
Rockingham, NC
Rachel Menna
Durham, NC
Michael Hazen
Durham, NC
David Cox
Austin, TX
Conrad Walker
Danville, CA
Brad Corbett
Durham, NC
Ellen Bailey
Durham, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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