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RG

Rachel A. Gentz

VERITY ASSET MANAGEMENT
RONKONKOMA, NY 11779-7600
CRD#: 6670016
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RG
Rachel Alexandra GentzVERITY ASSET MANAGEMENT

Professional summary

Rachel Alexandra Gentz, who also goes by Rachel Alexandra Menna, Rachel Menna, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Ronkonkoma, New York and THE LEADERS GROUP, INC. located in Ronkonkoma, New York.

Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Rachel has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachel Alexandra Menna | Rachel Menna

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Alexandra Gentz's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 27, 2021 - Present

VERITY ASSET MANAGEMENT

Office #1: 3075 Veterans Memorial Hwy Ste 130, Ronkonkoma, NY 11779-7600
RIA
CRD#: 158667
RONKONKOMA, NY
Current

November 11, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 3075 Veterans Memorial Hwy, Suite 130, Ronkonkoma, NY 11779
BD
CRD#: 37157
Ronkonkoma, NY
Past

July 14, 2020 - November 20, 2025

VERITY INVESTMENTS, INC.

BD
CRD#: 41527
Ronkonkoma, NY
Past

December 12, 2019 - July 10, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
MELVILLE, NY
Past

April 4, 2019 - May 13, 2019

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
FARMINGVILLE, NY

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".
VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA
Registered Investment Advisory firm - (5/26/2006 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/11/2025)
RR
Colorado
(11/11/2025)
RR
Connecticut
(11/11/2025)
RR
Delaware
(11/11/2025)
RR
Florida
(11/11/2025)
RR
Massachusetts
(11/11/2025)
RR
Missouri
(11/11/2025)
IAR
New Hampshire
(11/27/2021)
RR
New Jersey
(11/11/2025)
IAR
New York
(11/29/2021)
RR
New York
(11/12/2025)
RR
North Carolina
(11/11/2025)
RR
Pennsylvania
(11/11/2025)
RR
South Carolina
(11/11/2025)
RR
Tennessee
(11/11/2025)
IAR
Texas
(1/18/2025)
RR
Texas
(11/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/27/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/4/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/14/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA
Registered Investment Advisory firm - (5/26/2006 Approved)
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Contact information

Main Address
280 S Mangum St Ste 550, Durham, NC 27701-3676
Mailing Address
Phone number
(919) 490-6717
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/5/2026)

Regulatory assets under management

Total Number of Accounts7,199
AUM (Assets Under Management)$ 1,041,329,944

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VERITY ASSET MANAGEMENT

CRD#: 158667Ronkonkoma, NY 11779-7600

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