TS
Todd J. Steck
VERITY ASSET MANAGEMENT
OAKDALE, CA 95361-4013
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CRD#: 7442377
TS
Professional summary
Todd Jason Steck is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Oakdale, California.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Todd has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Public Solar, LLC.; Not investment-related; Oakdale, CA; Solar Marketing; Officer; Owner; 04/2021; 1 hour per month; 0 during market hours; Sell residential solar systems to home owners. 2) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 01/2018; 80 hours per month; 40 during market hours; Sell insurance and annuity products. 3) Steck Financial Group, LLC dba Steck Insurance Services; Not investment-related; Oakdale, CA; Holding Company; President; Owner; 02/2019; 1 hour per month; 0 during market hours; Administrative duties.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Jason Steck'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
August 27, 2025 - Present
VERITY ASSET MANAGEMENT
Office #1: 213 S Sierra Ave, Oakdale, CA 95361-4013RIA
CRD#: 158667
OAKDALE, CA
Past
October 1, 2021 - January 13, 2023
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
OAKDALE, CA
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.Highlighted states indicate IAR registrations
IAR
California(8/27/2025)
Current Firm
VA
VERITY ASSET MANAGEMENT
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT
CRD#: 158667 / SEC#: 801-66730
RIA
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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
Regulatory assets under management
| Total Number of Accounts | 7,199 |
| AUM (Assets Under Management) | $ 1,041,329,944 |
Red Flags
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Company Information
VERITY ASSET MANAGEMENT
CRD#: 158667Oakdale, CA 95361-4013TRUST BUT VERIFY
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