MichaelCollopy- Financial Advisor Atlanta, GA

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About Michael Collopy

Custody: Fidelity Investments

Mike's is a founding partner of Veracity Capital. His mission is to support and advise his clients on reaching their financial goals, with an emphasis on investment and tax planning. Many of Mike's clients fall into one of two categories; those focused on retirement and distribution strategies or high income earners that receive equity compensation and other employee benefits.

Mike earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from the College of Saint Rose. He holds both the Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA® designations. In addition to his Wealth Advisor role, Mike serves as the chairman of the Veracity Capital Investment Committee where he helps guide the firms investment philosophy.

See Disclosures

General Information

CRD#

5782175

Firm CRD#

304272

Name of Custodial Firm

Fidelity Investments

Years of Experience in Financial Services

Work Experience

Mike is a Certified Financial Planner, CFP®, and Certified Investment Management Analyst CIMA®. Prior to becoming a Partner with Veracity Capital, Mike spent 8-years at Goldman Sachs, as a Vice President in their AYCO Division. Mike relocated from New York to Miami, FL in 2013 to expand the AYCO business in the South Florida market. While this was a successful endeavor for Mike and his clients, he ultimately ended up forming Veracity Capital, LLC with 12 of his colleagues in 2018 with a goal of creating a best in class wealth management business.

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CIMA^®

Securities Licenses

Series 66

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelor of Science in Finance - Finance

Coastal Carolina University
08/01/2004 -12/31/2008

Master in Business Administration - Business

The College of Saint Rose
01/01/2009 -12/31/2011

Certified Investment Management Analyst (CIMA) -

Yale University
01/01/2022 -06/01/2022

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890038/paladinregistry-Veracity-Capital,-LLC-detailed-disclosure.html

Disclaimer

Advisory services offered through Veracity Capital, LLC, a registered investment advisor. Veracity Capital does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.

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Paladin Research Report For:

Michael Collopy

Veracity Capital, LLC