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30 Western Ave Suite 206, Gloucester, MA 01930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-11-19 |
Branch Locations
30 Western Ave Suite 206, Gloucester, MA 01930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verge Advisors Llc | Rockport | MA | 09/2006 | Present |
| Wernau Asset Management | Gloucester | MA | 09/2014 | Present |
NAME OF BUSINESS: VERGE ADVISORS LLC. ADDRESS: 16 Island Hill Ave Unit 102 Melrose, MA 02176 NOT INVESTMENT RELATED POSITION: FOUNDER AND CEO NATURE OF BUSINESS: VERGE ADVISORS LLC IS A BUSINESS CONSULTING FIRM IN MASSACHUSETTS. START DATE: 9/2006 HOURS DEVOTED PER WEEK: 30 HRS HOURS DEVOTED DURING SECURITIES TRADING HOURS: 15 HRS DUTIES: PROVIDING BUSINESS CONSULTING SERVICES TO PRIVATE COMPANIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-03 |
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