Michael
Collopy

Veracity Capital LLC

CRD#5782175
Investment Advisor
in Atlanta, GA

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About this Advisor

Michael Collopy is a financial advisor based in Atlanta, Georgia, working with Veracity Capital LLC. Michael has previously held positions at The Ayco Company, L.P./Mercer Allied, F3 Logic, LLC, Ayco, Compass Securities Corporation, Veracity Capital LLC, and Veracity Capital Tax Advisors, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, and Texas. Currently, Michael 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 66, CERTIFIED FINANCIAL PLANNER™

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

Michael Collopy Work History

2024 - Present (0 year)

Veracity Capital Tax Advisors, LLC

2018 - Present (6 years)

Veracity Capital LLC

2019 - 2021 (2 years)

Compass Securities Corporation

2018 - 2019 (1 year)

F3 Logic, LLC

2011 - 2018 (7 years)

The Ayco Company, L.P./Mercer Allied

2009 - 2018 (9 years)

Ayco

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

Mary Huston Liscom
Miami, FL
Chandler Warren
Atlanta, GA
Kevin Boutwell
Atlanta, GA
Benjamin Matzell
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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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.

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