seller-profile

Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

305-723-9949

Connect with Michael

General Information

Firm Start Year

2018

No.of Employees

10-19

CRD#

5782175

Firm CRD#

304272

Name of Custodial Firm

Fidelity Investments

Years of Experience in Financial Services

11

Number of Years with Current Firm

3

Work Experience

Mike is a Certified Financial Planner, CFP®. Prior to becoming a Partner with Veracity Capital, Mike spent 8-years at Goldman Sachs, as a Vice President in their AYCO Division. Mike relocated from New York to Miami, FL in 2013 to expand the AYCO business in the South Florida market. While this was a successful endeavor for Mike and his clients, he ultimately ended up forming Veracity Capital, LLC with 12 of his colleagues in 2018 with a goal of creating a best in class wealth management business.

Advisory Services Provided

Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66, Series 7

Firm Information

Advisor's Number of Clients

30

Advisor's Number of Managed Clients

30

Assets Managed by Advisor

$75,000,000

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Additional Details on Charges

Our advisory fee is generally below 1% on assets under management.

Education

Master in Business Administration - Business

The College of Saint Rose
01/01/2009 - 12/31/2011

Bachelor of Science in Finance - Finance

Coastal Carolina University
08/01/2004 - 12/31/2008

Disclaimer

Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Veracity Capital does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.