Chandler
Warren

Veracity Capital LLC

CRD#7339811
Investment Advisor
in Atlanta, GA

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About this Advisor

Chandler Warren is a financial advisor based in Atlanta, Georgia, working with Veracity Capital LLC. Chandler has previously held positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network Dba 49 Financial, Cherokee Highschool, Northwestern Mutual, University Of South Carolina, Premier Pool Enterprises, Bridgemill Athletic Club, Full Time Student, Veracity Capital LLC, and 49 Financial. Chandler has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Chandler is part of Veracity Capital LLC, which operates out of Atlanta, Georgia. The firm has 4 offices and 13 employees. The firm manages assets totaling $659.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Veracity Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2859 Paces Ferry Road Suite 635
Atlanta, GA 30339

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Veracity Capital LLC Brokerage Details

Total Assets Under Management

$659,529,054

GA Average: $3,570,121,308
Total Number of Employees

13

GA Average: 58
Total Number of Accounts

1,677

GA Average: 1,608
Average Account Size

$393,279

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Chandler Warren Work History

2024 - Present (0 year)

Veracity Capital LLC

2024 - Present (0 year)

Veracity Capital LLC

2022 - 2023 (1 year)

Purshe Kaplan Sterling Investments

2022 - 2023 (1 year)

Thrivent Advisor Network Dba 49 Financial

2022 - 2023 (1 year)

49 Financial

2021 - 2021 (< 1 year)

Northwestern Mutual

2021 - 2022 (1 year)

University Of South Carolina

2021 - 2022 (1 year)

Full Time Student

2020 - 2020 (< 1 year)

Premier Pool Enterprises

2020 - 2021 (1 year)

University Of South Carolina

2019 - 2019 (< 1 year)

Premier Pool Enterprises

2019 - 2020 (1 year)

University Of South Carolina

2018 - 2018 (< 1 year)

Bridgemill Athletic Club

2018 - 2019 (1 year)

University Of South Carolina

2017 - 2017 (< 1 year)

Bridgemill Athletic Club

2016 - 2016 (< 1 year)

Bridgemill Athletic Club

2016 - 2017 (1 year)

Cherokee Highschool

2014 - 2018 (4 years)

Cherokee Highschool

2014 - 2016 (2 years)

Cherokee Highschool

Disclosures

Please visit the SEC profile of Chandler Warren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Veracity Capital LLC

Mary Huston Liscom
Miami, FL
Chandler Warren
Atlanta, GA
Benjamin Matzell
Atlanta, GA
Kevin Boutwell
Atlanta, GA
John Rinker
Atlanta, GA
Christina Mumpower
Atlanta, GA
John Rogers
Atlanta, GA
Michael Collopy
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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