Unclaimed Profile

Keri Robyn Kutakoff

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC·WARREN, New Jersey

SIE, Series 7, Series 24, Series 63, Series 65ChFCClean record7 years registeredFOUNTAINHEAD CAPITAL MANAGEMENT, LLC

10 INDEPENDENCE BLVD, WARREN, NJ 07059CRD# 2481125Firm CRD# 156185

Profile Verification

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

Identity

Keri Robyn Kutakoff · WARREN, NJ

Registration

CRD #2481125 · FOUNTAINHEAD CAPITAL MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

LIDO

Dec 2025 – present

CHELSEA FINANCIAL SERVICES

Sep 2024 – present

OBSIDIAN CIO, LLC

May 2022 – Feb 2026

WARREN, NJ

HORNOR, TOWNSEND & KENT, LLC

Oct 2018 – Mar 2022

EDISON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 1, 2018

Years registered · 7

Professional designation · ChFC

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

Speak with Keri

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Keri is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WARREN?

Browse all registered financial advisors in WARREN, New Jersey or claim this profile if it's yours.

Browse WARREN Advisors Are you this advisor? Claim profile

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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →