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Michael Collopy

Michael Collopy

VERACITY CAPITAL LLC
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 5782175
Michael Collopy

Professional summary

Michael Collopy, CFP®, CIMA®, who also goes by Michael P Collopy, Michael Patrick Collopy, is a registered financial advisor currently at VERACITY CAPITAL LLC located in Atlanta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael P Collopy | Michael Patrick Collopy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Licensed insurance agent at Veracity Capital Risk Management LLC. Tax Preparer; Veracity Capital Tax Advisors, LLC; Is the business investment related: No; Location of the business: 2859 Paces Ferry Road Atlanta GA 30339 USA; Description of the business: Offers tax preparation and planning services; Responsibilities Duties: Tax preparation and planning services; Start date with business: 2024-02-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Collopy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

CIMA®

Certified Investment Management Analyst

Experience

Current

September 23, 2019 - Present

VERACITY CAPITAL LLC

Office #1: 2859 Paces Ferry Road Suite 635, Atlanta, GA 30339
RIA
CRD#: 304272
Atlanta, GA
Past

July 12, 2019 - August 24, 2020

COMPASS SECURITIES CORPORATION

BD
CRD#: 16168
BRAINTREE, MA
Past

November 20, 2018 - December 10, 2019

F3LOGIC, LLC

RIA
CRD#: 289863
MIAMI, FL
Past

September 21, 2012 - November 14, 2018

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
MIAMI, FL
Past

September 9, 2011 - November 14, 2018

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
MIAMI, FL
Past

May 19, 2010 - September 9, 2011

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VERACITY CAPITAL LLC
VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934

RIA
Registered Investment Advisory firm - (7/11/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(11/15/2021)
IAR
Texas
(12/17/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/18/2010
General Securities Representative Examination

Current Firm

VC
VERACITY CAPITAL LLC
VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934

RIA
Registered Investment Advisory firm - (7/11/2019 Approved)
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Contact information

Main Address
2859 Paces Ferry Road Suite 635, Atlanta, GA 30339
Mailing Address
Phone number
(844) 508-7884
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-VERACITY CAPITAL LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts1,744
AUM (Assets Under Management)$ 695,437,335

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VERACITY CAPITAL LLC

CRD#: 304272Atlanta, GA 30339

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