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Douglas William Liptak

SIGNATUREFD, LLC·ATLANTA, Georgia
Series 65Clean record23 years registeredSIGNATUREFD, LLC
1230 PEACHTREE STREET, NE, ATLANTA, GA 30309CRD# 2895533Firm CRD# 112758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas William Liptak · ATLANTA, GA
Registration
CRD #2895533 · SIGNATUREFD, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

SIGNATUREFD, LLC
Apr 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 8, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIGNATUREFD, LLC
CRD 112758 · SEC 801-60393
AUM
$7.2B
Regulatory assets under management
Employees
108
9,871 client accounts
Services offered by SIGNATUREFD, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SIGNATUREFD, LLC →
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05

Frequently Asked Questions

What services does Douglas William Liptak offer?
Douglas William Liptak specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Douglas William Liptak's credentials?
Douglas William Liptak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas William Liptak located?
Douglas William Liptak is based in ATLANTA, Georgia, working with SIGNATUREFD, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Douglas William Liptak charge for services?
Douglas William Liptak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIGNATUREFD, LLC?
SIGNATUREFD, LLC has approximately 108 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SIGNATUREFD, LLC

Frank Dallas Strickland
ATLANTA, GA
Isabel Foster Berbert
ATLANTA, GA
Jamie Mccusker Gentry
ATLANTA, GA
James Minton Boone
ATLANTA, GA
James Earl Tally
ATLANTA, GA
James Patrick Yost
ATLANTA, GA

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Research
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