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Michael Collopy

Veracity Capital, LLC

2859 Paces Ferry Rd, STE #635

Atlanta, GA 30339

305-723-9949

Truth Builds Trust

About Veracity Capital, LLC

Veracity Capital is a wealth management firm that provides customized investment solutions and comprehensive financial planning to business owners, equity-based compensation employees, and individuals transitioning to retirement. Headquartered in Atlanta, GA, Veracity's proprietary financial planning process drives investment decisions aimed to achieve client specific goals. Veracity's depth and breadth of experience allow them to maintain and grow financial and psychological wealth responsibly, focusing on maximizing value and minimizing taxes.

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

Services

Investment Types

Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

At your office, At your home, Via Phone, Video Conference, At my office

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.