VERITAS FINANCIAL ADVISORS LLC
CRD #130614 SEC #801-62868 BOSTON, MA 617-723-5533
SEC Registered
Total AUM
$28.8M
Discretionary
$28.8M
Employees
5
Clients
0
Accounts
10
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DALY, LAWRENCE, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | |
| TRACHY, KATHLEEN, ANTONELLO | I | COMPLIANCE OFFICER | NA | |
| COX, PATRICK, JOSEPH | I | MANAGER/SOLE MEMBER | E | Control |
Registrations
Federal
IA
Jul 15, 2004 REGISTERED
Notice Filings (1)
MA
Address
84 STATE STREET - 7TH FLOORBOSTON, MA 2109
USA
Phone: 617-723-5533