Michael Collopy

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About Michael Collopy

Custody: Fidelity Investments

Mike Collopy is a founding partner and Wealth Advisor at Veracity Capital, where he helps clients make confident decisions about their investments and taxes. Most of his clients fall into two groups. Some are nearing or in retirement and want a clear plan for turning their savings into dependable income. Others are high earners whose pay includes stock options, RSUs and other equity compensation, and who want help making the most of it without an unpleasant tax surprise.

As a fee-only fiduciary, Mike is required to put his clients' interests first, and he never earns commissions on what he recommends. He holds the CFP® and CIMA® designations and chairs the Veracity Capital Investment Committee, which guides the firm's investment philosophy. He earned a Bachelor of Science in Finance from Coastal Carolina University and an MBA from The College of Saint Rose.

Outside of work, Mike lives in Canton, GA with his wife and their two sons. He coaches youth sports and is a proud leader of a 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

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

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