Unclaimed Profile

Daniel Lawrence Buchsbaum

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC·EDISON, New Jersey

SIE, Series 7, Series 63, Series 66Clean record21 years registeredFOUNTAINHEAD CAPITAL MANAGEMENT, LLC

379 THORNALL STREET, EDISON, NJ 08837CRD# 3086286Firm CRD# 156185

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Lawrence Buchsbaum · EDISON, NJ

Registration

CRD #3086286 · FOUNTAINHEAD CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

Sep 2011 – Feb 2018

EDISON, NJ

PCG ASSET MANAGEMENT, LLC

May 2009 – Oct 2011

CRANFORD, NJ

UBS FINANCIAL SERVICES INC.

Apr 2005 – Feb 2009

BEDMINSTER, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · April 15, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

CRD 156185 · SEC 801-79472

AUM

$722M

Regulatory assets under management

Employees

2,961 client accounts

Services offered by FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOUNTAINHEAD CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Lawrence Buchsbaum offer?

Daniel Lawrence Buchsbaum specializes in Financial Planning, Investment Management.

What are Daniel Lawrence Buchsbaum's credentials?

Daniel Lawrence Buchsbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Lawrence Buchsbaum located?

Daniel Lawrence Buchsbaum is based in EDISON, New Jersey, last registered with FOUNTAINHEAD CAPITAL MANAGEMENT, LLC.

How does Daniel Lawrence Buchsbaum charge for services?

Daniel Lawrence Buchsbaum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNTAINHEAD CAPITAL MANAGEMENT, LLC?

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC has approximately 26 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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