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Niko Stone Puritz

Veracity Capital LLC

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About Niko Stone Puritz

Niko Puritz is a financial advisor currently registered with Veracity Capital LLC. Niko has been active in the financial industry since 2019 and is registered in 35 states and the District of Columbia. Niko holds a Series 63, 66, 7 and SIE. The advisor is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Veracity Capital LLC, the advisor's firm, is a registered investment advisor that provides financial planning and portfolio management services.

Firm Information

Niko Puritz 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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Niko Puritz’s Registration & Firm History

TX

02/07/2025 - Present

Veracity Capital LLC (Dallas TX)

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Licenses & Designations

BOTH

Issued 10/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Niko Stone Puritz.
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