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Michael N Timofeeff

Investment adviser representative at Verity Asset Management
18 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

18 years in the industry.

  1. The Leaders Group IncNov 2025 to now
  2. Verity Financial GroupJun 2011 to now
  3. Verity Asset Management, IncSep 2008 to now
  4. New York Sport & FitnessJun 2014 to Nov 2023

Exams passed

  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
5611528
Firm CRD
158667
Advisor's SEC record (opens in a new tab)
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