About Veracity Capital, LLC
We are a boutique financial advisory firm headquartered in Atlanta with several office across the country. We look to build financial plans and investment portfolios, while helping our clients confidently reach their goals.
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General Information
Firm Start Year
CRD#
5782175
Firm CRD#
304272
Name of Custodial Firm
Fidelity Investments
Years of Experience in Financial Services
15
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
Yes
Acknowledged fiduciary
Yes
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
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1890038/financialplanners-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.