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Current Employers
Verity Asset Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-18
NY RA APPROVED 2021-11-29
NH RA APPROVED 2021-11-27
  • TX RA
    APPROVED_RES
    Since 2025-01-18
  • NY RA
    APPROVED
    Since 2021-11-29
  • NH RA
    APPROVED
    Since 2021-11-27

Branch Locations

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

3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779-7600 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of West Haven West Haven CT 08/2014 05/2018
University Of West Haven - Business Office West Haven CT 10/2015 05/2018
Mutual, Inc. Farmingville NY 05/2016 01/2018
Mutual, Inc. Farmingville NY 06/2018 09/2018
Mutual, Inc. Farmingville NY 09/2018 05/2019
Planmember Securities Corporation Carpinteria CA 09/2018 05/2019
Pruco Securities Llc Melville NY 12/2019 07/2020
Nys Unemployment Mt Sinai NY 06/2019 08/2019
Station Coffee Shop Port Jefferson Station NY 10/2019 03/2020
The Prudential Insurance Company Of America Melville NY 01/2020 07/2020
Verity Investments, Inc. Durham NC 07/2020 11/2025
Verity Asset Management Durham NC 07/2020 Present
Verity Financial Group Durham NC 07/2020 Present
Rachel A Menna Advisors Inc Ronkonkoma NY 05/2020 Present
Menna Wealth Planning Group Ronkonkoma NY 09/2020 Present
The Leaders Group Dba Simplicity Investments Summit NJ 11/2025 Present
  • 08/2014 → 05/2018
    University Of West Haven
    West Haven, CT
  • 10/2015 → 05/2018
    University Of West Haven - Business Office
    West Haven, CT
  • 05/2016 → 01/2018
    Mutual, Inc.
    Farmingville, NY
  • 06/2018 → 09/2018
    Mutual, Inc.
    Farmingville, NY
  • 09/2018 → 05/2019
    Mutual, Inc.
    Farmingville, NY
  • 09/2018 → 05/2019
    Planmember Securities Corporation
    Carpinteria, CA
  • 12/2019 → 07/2020
    Pruco Securities Llc
    Melville, NY
  • 06/2019 → 08/2019
    Nys Unemployment
    Mt Sinai, NY
  • 10/2019 → 03/2020
    Station Coffee Shop
    Port Jefferson Station, NY
  • 01/2020 → 07/2020
    The Prudential Insurance Company Of America
    Melville, NY
  • 07/2020 → 11/2025
    Verity Investments, Inc.
    Durham, NC
  • 07/2020 → Present
    Durham, NC
  • 07/2020 → Present
    Verity Financial Group
    Durham, NC
  • 05/2020 → Present
    Rachel A Menna Advisors Inc
    Ronkonkoma, NY
  • 09/2020 → Present
    Menna Wealth Planning Group
    Ronkonkoma, NY
  • 11/2025 → Present
    The Leaders Group Dba Simplicity Investments
    Summit, NJ
Other Businesses

1.) RACHEL A MENNA ADVISORS INC - 5/27/2020 - 3075 Veterans Memorial Hwy, Suite 130 - President/Owner, Financial Advisor, Invt Rel, Financial Advisor, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) VERITY ASSET MGMT - 7/13/20 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - IAR, Investment Advisor Representative, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) VERITY FINANCIAL - 7/13/20 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Insurance Agent, Insurance agent, Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) MENNA WEALTH PLANNING GROUP - 9/1/20 - 3075 Veterans Memorial Hwy, Suite 130 - Financial Representative, Financial Planning, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 5.) NOTARY PUBLIC - 9/1/2021 - 3075 Veterans Memorial Hwy, Suite 130 - Notary Public, Notary, Invt Rel, Notary Public, 1 hr/mo; 1 hr/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-27
S63 Uniform Securities Agent State Law Examination 2019-08-02
  • S65 Uniform Investment Adviser Law Examination
    2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    2019-08-02
Other Names
  • Rachel Menna
  • Rachel Alexandra Menna

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