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VERIFIEDMichael Collopy
Veracity Capital, LLC
2859 Paces Ferry Rd, STE #635
Atlanta, GA 30339
678-685-3265
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
2018
CRD#
5782175
Firm CRD#
304272
Name of Custodial Firm
Fidelity Investments
Years of Experience in Financial Services
17
Number of Years with Current Firm
8
Work with the following types of clients
Executives, Retirement Transition, Individuals and Families
Advisory Services Provided
Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Education Funding and Planning
Services
Investment Types
Options & Futures, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks
Can meet clients in the following ways
Our Office, Your Home, Video Conference
Compliance
Investment Advisor Representative
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
Firm Information
Assets Managed by Firm
750000000
Total Assets Under Management by Advisor
$270,000,000
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 -
Yale
01/01/2022 -06/01/2022
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890038/retirementplanning-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.