Michael Collopy

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About Michael Collopy

Custody: Fidelity Investments

Mike is a founding partner of Veracity Capital. His mission is to advise 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. Outside of work, Mike lives in Canton, GA with his wife have two sons. He coaches youth sports and is a proud leader of the Cub Scouts Tiger Den.

YouTube Channel: https://www.youtube.com/@MichaelCollopyYT

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General Information

Firm Start Year

2018

CRD#

5782175

Firm CRD#

304272

Name of Custodial Firm

Fidelity Investments

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Executives, Retirement Transition, Individuals and Families

Advisory Services Provided

Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Education Funding and Planning

Compliance

Investment Advisor Representative

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

Firm Information

Assets Managed by Firm

750000000

Total Assets Under Management by Advisor

$270,000,000

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 -

Yale
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:

Veracity Capital, LLC