DV
Dennison T. Veru
PALISADE CAPITAL MANAGEMENT, LP
FORT LEE, NJ 07024
Some features on this profile are disabled
CRD#: 1173168
DV
Professional summary
Dennison Theodore Veru, who also goes by Dan Veru, is a registered financial advisor currently at PALISADE CAPITAL MANAGEMENT, LP located in Fort Lee, New Jersey.
Dennison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dennison has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Veru
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DENNISON VERU IS A MEMBER OF THE BOARD OF DIRECTORS OF BRICKELL BIOTECH, INC., 5777 CENTRAL AVENUE, SUITE 102, BOULDER, CO 80301 AND HAS SERVED IN SUCH CAPACITY SINCE DECEMBER 2012. BRICKELL IS A PORTFOLIO COMPANY OWNED BY A PRIVATE EQUITY FUND ADVISED BY PALISADE CAPITAL MANAGEMENT. MR. VERU DEVOTES APPROXIMATELY 5 HOURS PER MONTH TO BRICKELL. MR. VERU'S DUTIES INCLUDE ALL THOSE ACTIVITIES AN OUTSIDE DIRECTOR PERFORMS DURING HIS TENURE.
MR. VERU IS A MEMBER OF THE BOARD OF DIRECTORS OF BIOCANCELL, LTD., ONE KENDALL SQUARE, BLDG 1400W, SUITE 14303 (3rd Floor), CAMBRIDGE, MA 02139 AND HAS SERVED IN SUCH CAPACITY SINCE 2016. BIOCANCELL IS A PORTFOLIO COMPANY OWNED BY A PRIVATE EQUITY FUND ADVISED BY PALISADE CAPITAL MANAGEMENT. MR. VERU DEVOTES APPROXIMATELY 5 HOURS PER MONTH TO BIOCANCELL. MR. VERU'S DUTIES INCLUDE ALL THOSE ACTIVITIES AN OUTSIDE DIRECTOR PERFORMS DURING HIS TENURE.
MR. VERU IS THE GRANTOR/TRUSTEE OF THE FOLLOWING TRUSTS: GEORGIA NICOLE VERU TRUST, NINA SERENE VERU TRUST, THEODORE PETER VERU TRUST, AND THE VASSILLIKI THEODORA REMOUNDOS TRUST. HE SPENDS 1 HOUR PER YEAR ADMINISTERING THE ABOVE TRUSTS.
CRS (Client Relationship Summary) - RIA
Click below to view Dennison Theodore Veru's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 2001 - Present
PALISADE CAPITAL MANAGEMENT, LP
Office #1: One Bridge Plaza Suite 695, Fort Lee, NJ 07024RIA
CRD#: 104581
FORT LEE, NJ
Past
April 28, 2000 - November 9, 2007
PALISADE CAPITAL SECURITIES, L.L.C.
BD
CRD#: 37579
FORT LEE, NJ
Past
November 27, 1992 - January 7, 2000
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
February 23, 1990 - November 30, 1992
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
January 31, 1985 - February 27, 1990
DREXEL BURNHAM LAMBERT INCORPORATED
BD
CRD#: 7323
Past
July 19, 1984 - January 28, 1985
CRALIN & CO., INC.
BD
CRD#: 7605
Past
September 21, 1983 - July 17, 1984
S. D. COHN & CO.
BD
CRD#: 735
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT LLC | PALISADE CAPITAL MANAGEMENT, LP
CRD#: 104581 / SEC#: 801-48401
RIA
Registered Investment Advisory firm - (2/7/1995 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/14/2011)
IAR
Colorado(3/15/2011)
IAR
Connecticut(3/15/2011)
IAR
Delaware(1/16/2014)
IAR
Florida(5/25/2011)
IAR
Illinois(3/14/2011)
IAR
Louisiana(1/15/2014)
IAR
Maryland(3/23/2011)
IAR
Massachusetts(3/10/2014)
IAR
Michigan(3/15/2011)
IAR
New Jersey(11/1/2002)
IAR
Ohio(3/16/2011)
IAR
Pennsylvania(3/15/2011)
IAR
South Carolina(1/10/2014)
IAR
Texas(3/18/2011)
IAR
Virginia(1/1/2001)
IAR
Washington(3/14/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PC
PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT LLC | PALISADE CAPITAL MANAGEMENT, LP
CRD#: 104581 / SEC#: 801-48401
RIA
Registered Investment Advisory firm - (2/7/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024-7102
Mailing Address
Phone number
(201) 585-7733
Established
Firm type
Fiscal year end
# of Employees
40
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,412 |
| AUM (Assets Under Management) | $ 4,225,941,279 |
Red Flags
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