Dominik Luiz Machado
Investment adviser representative at Verity Asset Management
15 yearsExperience
2 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
15 years in the industry.
- Verity Asset ManagementDec 2025 to now
- Teacher's Pension and Insurance Services, Inc.Mar 2025 to now
- J&h Builder's WarehouseAug 2022 to Nov 2023
- University of California MercedAug 2021 to Mar 2022
- Turlock Unified School DistrictMay 2021 to Dec 2025
- UnemployedJul 2019 to May 2021
- Kalunian & Milliken, LLP.Sep 2018 to Jul 2019
- UnemployedMay 2018 to Aug 2018
- Mach 6 FarmsMar 2016 to May 2018
- Moore's Karate TurlockApr 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8198907
- Firm CRD
- 158667