Michael N Timofeeff

Employer firm

Verity Asset Management CRD 158667

$1.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Verity Asset Management, Inc
  Durham, NC
• 06/2011 → Present
  Verity Financial Group
  Durham, NC
• 06/2014 → 11/2023
  New York Sport & Fitness
  Elmira, NY
• 11/2025 → Present
  The Leaders Group Inc
  Summit, NJ

Other Businesses

1) Verity Asset Management - 10/23/2008 - 280 S Mangum Street, Suite 550, Durham, NC, 27701 - IAR, Investment Advisory Services, Invt Rel, RA, 160 hrs/mo; 160 hrs/mo (during trading hours). 2) Verity Financial Group, Inc - 10/23/2008 - 280 S Mangum Street, Suite 550, Durham, NC 27701 - Agent, sale of insurance and annuity products, Invet Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2009-05-22

Other Names

• Mike Timofeeff