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Michael Collopy

Veracity Capital LLC

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About Michael Collopy

Michael Collopy is a financial advisor registered in Georgia and Texas. Michael is currently registered with Veracity Capital LLC and has been with the firm since November 2018. Michael has been working in the financial industry since May 2009. Michael has experience at a variety of firms including Compass Securities Corporation, Mercer Allied Company, L.P. and Goldman, Sachs & Co.. Michael is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Michael specializes in Portfolio Management for Individuals, Financial Planning and Selection of Other Advisors.

Firm Information

Michael Collopy is currently registered with Veracity Capital LLC. Veracity Capital LLC is an investment advisor headquartered in Atlanta, GA. The firm advises individuals, high-net-worth individuals, and corporations. Veracity Capital offers financial planning, pension consulting, and portfolio management services. They manage approximately $695 million in assets.
Veracity Capital LLC

2859 PACES FERRY ROAD

ATLANTA, GA 30339

$695.44M

Assets Under Management

4

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Collopy’s Registration & Firm History

GA

12/17/2021 - Present

Veracity Capital LLC (ATLANTA GA)

MA

07/12/2019 - 08/24/2020

COMPASS SECURITIES CORPORATION (BRAINTREE MA)

FL

09/09/2011 - 11/14/2018

MERCER ALLIED COMPANY, L.P. (MIAMI FL)

NY

05/19/2010 - 09/09/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/28/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Collopy.
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