Rachel Alexandra Gentz
Investment adviser representative at Verity Asset Management
12 yearsExperience
3 statesRegistered 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.
- The Leaders Group dba Simplicity InvestmentsNov 2025 to now
- Menna Wealth Planning GroupSep 2020 to now
- Verity Asset ManagementJul 2020 to now
- Verity Financial GroupJul 2020 to now
- Rachel A Menna Advisors IncMay 2020 to now
- Verity Investments, Inc.Jul 2020 to Nov 2025
- The Prudential Insurance Company of AmericaJan 2020 to Jul 2020
- Pruco Securities LLCDec 2019 to Jul 2020
- Station Coffee ShopOct 2019 to Mar 2020
- Nys UnemploymentJun 2019 to Aug 2019
- Planmember Securities CorporationSep 2018 to May 2019
- Mutual, Inc.Jun 2018 to May 2019
- Mutual, Inc.May 2016 to Jan 2018
- University of West Haven - Business OfficeOct 2015 to May 2018
- University of West HavenAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NH, NY, 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
- 6670016
- Firm CRD
- 158667