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David A Lipman

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC·EDISON, New Jersey
Series 6FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
RARITAN PLAZA I, EDISON, NJ 08837CRD# 5137220Firm CRD# 156185

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David A Lipman · EDISON, NJ
Registration
CRD #5137220 · FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 6
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
CRD 156185 · SEC 801-79472
AUM
$722M
Regulatory assets under management
Employees
26
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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04

Frequently Asked Questions

What services does David A Lipman offer?
David A Lipman specializes in Financial Planning, Investment Management. Contact their office in EDISON, New Jersey for a consultation.
What are David A Lipman's credentials?
David A Lipman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David A Lipman located?
David A Lipman is based in EDISON, New Jersey, working with FOUNTAINHEAD CAPITAL MANAGEMENT, LLC. Their office serves clients in the EDISON metropolitan area and surrounding communities.
How does David A Lipman charge for services?
David A Lipman'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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Other Advisors at FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

Keri Robyn Kutakoff
WARREN, NJ
ChFC
Scott Harris Silver
WARREN, NJ
Robert Philip Renshaw
EDISON, NJ
Daniel Lawrence Buchsbaum
EDISON, NJ

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Nearby cities in New Jersey
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Research
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