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Keri Robyn Kutakoff

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC·WARREN, New Jersey
Unclaimed Profile
10 INDEPENDENCE BLVD, WARREN, NJ 07059CRD# 2481125Firm CRD# 156185
01

About

Keri Robyn Kutakoff is a registered financial advisor based in WARREN, New Jersey, affiliated with FOUNTAINHEAD CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
FOUNTAINHEAD ADVISORS
AUM
$722M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at FOUNTAINHEAD CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2481125
Firm CRD# 156185
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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