David Michael Cox
Investment adviser representative at Verity Asset Management
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Verity Asset ManagementMar 2021 to now
- Teachers Pension & Ins Svcs dba Sterling National Financial GrpDec 2020 to now
- Sterling National Financial GroupMar 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Verity Asset Management
Legal name: Verity Asset Management, Inc.
$1.2BAssets managed
5,838Clients
53Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5061053
- Firm CRD
- 158667