Michael
Collopy
Veracity Capital LLC
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About this Advisor
Michael Collopy is a certified financial planner who works out of Atlanta, Georgia who has 4 years of industry experience. Collopy is on the advisory team at Veracity Capital LLC. Their career trajectory has included roles at The Ayco Company, L.P./Mercer Allied, F3 Logic, LLC, Ayco, Compass Securities Corporation and Veracity Capital LLC. Collopy holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Georgia and Texas. Veracity Capital LLC is a financial advisory business based in Atlanta, GA. It has offices in four locations and a total of 14 advisors. It handles $576 million in total assets across its 1,611 accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,611 customer accounts, 55% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on the financial services offered. However, fees charged by Veracity Capital LLC most likely consist of some combination 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
Michael Collopy Work History
Michael has been registered as a financial advisor for 4 years.*
Veracity Capital LLC
Compass Securities Corporation
F3 Logic, LLC
The Ayco Company, L.P./Mercer Allied
Ayco
*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 Michael Collopy 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.
