Michael Collopy
Veracity Capital, LLC
2859 Paces Ferry Rd, STE #635
Atlanta, GA 30339
6786853265
About Veracity Capital, LLC
We are a boutique financial advisory firm headquartered in Atlanta with several office across the country. We look to build financial plans and investment portfolios, while helping our clients confidently reach their goals.
See Disclosures
General Information
Firm Start Year
CRD#
5782175
Firm CRD#
304272
Name of Custodial Firm
Fidelity Investments
Years of Experience in Financial Services
15
Work Experience
Mike is a Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA®. 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, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
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®, CIMA®
Securities Licenses
Series 66
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelor of Science in Finance - Finance
Coastal Carolina University
08/01/2004 -12/31/2008
Master in Business Administration - Business
The College of Saint Rose
01/01/2009 -12/31/2011
Certified Investment Management Analyst (CIMA) -
Yale University
01/01/2022 -06/01/2022
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890038/rothira-Veracity-Capital,-LLC-detailed-disclosure.html
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.