Harry
Shamlian
Veracity Capital LLC
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About this Advisor
Harry Shamlian is a certified financial planner who works out of Atlanta, Georgia with 2 years of relevant experience. Shamlian currently works for Veracity Capital LLC. Over the course of their career, Shamlian has held roles at The Ayco Company Lp, F3 Logic, LLC, Veracity Capital and Veracity Capital LLC. Shamlian maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Veracity Capital LLC is a company operating out of Atlanta, GA. The company has offices in four locations and a total of 14 advisors. It oversees $576 million in assets across its 1,611 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,611 customer accounts, 55% are held by high-net-worth individuals who have more than $1 million in assets. Veracity Capital LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Veracity Capital LLC most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Veracity Capital LLC Brokerage Details
$576,203,259
14
1,611
$357,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Harry Shamlian Work History
Harry has been registered as a financial advisor for 2 years.*
Veracity Capital
F3 Logic, LLC
Veracity Capital LLC
The Ayco Company Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Harry Shamlian 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
Miami, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Dallas, TX
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.