Michael Collopy
Investment adviser representative at Veracity Capital LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$799.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Veracity Capital Tax Advisors, LLCFeb 2024 to now
- Veracity Capital LLCNov 2018 to now
- Compass Securities CorporationJul 2019 to Aug 2021
- F3 Logic, LLCNov 2018 to Dec 2019
- The Ayco Company, L.p./mercer AlliedAug 2011 to Nov 2018
- AycoMay 2009 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Veracity Capital LLC
$799.8MAssets managed
362Clients
10Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5782175
- Firm CRD
- 304272