Verity Asset Management

Investment Advisor
in Keller, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nickolas Moes is a financial advisor who works out of Keller, Texas who has 1 year of industry experience. Moes is an advisor for Verity Asset Management. Over the course of their career, Moes has held roles at Fidelity Investments, National Financial Services LLC, Verity Asset Management and Aversin Financial Associates. Moes maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Texas. Verity Asset Management is a company based out of Durham, NC. The firm has offices in eight locations and a total of 69 people on staff. It controls $783 million in assets under management between its 7,489 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 7,489 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. Verity Asset Management performs a number 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 vary depending on which services are provided. Fee types billed by Verity Asset Management likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

8841 Davis Blvd Ste 200
Keller, TX 76248-0398

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Verity Asset Management Brokerage Details

Total Assets Under Management


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


TX Average: 22
Total Number of Accounts


TX Average: 1,917
Average Account Size


TX 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

Nickolas Moes Work History

Nickolas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Verity Asset Management

2019 - Present (5 years)

Aversin Financial Associates

2016 - 2018 (2 years)

National Financial Services LLC

2012 - 2016 (4 years)

Fidelity Investments

*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.


Please visit the SEC profile of Nickolas Moes 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

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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started