Trinette Ray is not listed as a control person, but directly owns under 5% of Veratis Advisors. Trinette Ray studied at the University of North Carolina at Chapel Hill.
Veratis Advisors is an investment adviser based in Cary, NC, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and state or municipal government entities. Its regulatory assets under management total $5.99 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
Trinette Ray is Partner and Retirement Plan Consultant of Veratis Advisors. She is a member of Veratis's Leadership Committee and advises corporate retirement plan clients on plan operations, compliance, plan design and provider selection. She has over 30 years of industry experience in qualified and nonqualified retirement plans.
Professional designations
Listed by Veratis Advisors
- Certified Employee Benefit Specialist (CEBS)
- Compensation Management Specialist (CMS)
- CRD
- 3156485
- Firm
- Veratis Advisors · CRD 117892
- Role
- Retirement Plan Consultant/Partner
- In role since
- December 2021 · 4 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Cary, NC
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- veratisadvisors.com
Where does Trinette Ray work?
Trinette Ray has been Retirement Plan Consultant/Partner of Veratis Advisors, Inc. since December 2021.
How can I verify Trinette Ray’s record?
Trinette Ray’s role is listed on Veratis Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 117892.
