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Daniel Lee Lippincott

KARPUS MANAGEMENT INC·PITTSFORD, New York
Clean record4 years registeredKARPUS MANAGEMENT INC
183 SULLY'S TRAIL, PITTSFORD, NY 14534CRD# 6019452Firm CRD# 110275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Lee Lippincott · PITTSFORD, NY
Registration
CRD #6019452 · KARPUS MANAGEMENT INC · 4 years registered
Brand Profile
Not yet started
01

Career History

KARPUS INVESTMENT MANAGEMENT
Oct 2021 – present
02

Registrations & Exams

Registration record
First registered · October 26, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
KARPUS MANAGEMENT INC
CRD 110275 · SEC 801-29607
AUM
$4.0B
Regulatory assets under management
Employees
38
2,208 client accounts
Services offered by KARPUS MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KARPUS MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Daniel Lee Lippincott offer?
Daniel Lee Lippincott specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PITTSFORD, New York for a consultation.
What are Daniel Lee Lippincott's credentials?
Daniel Lee Lippincott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Lee Lippincott located?
Daniel Lee Lippincott is based in PITTSFORD, New York, working with KARPUS MANAGEMENT INC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Daniel Lee Lippincott charge for services?
Daniel Lee Lippincott's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARPUS MANAGEMENT INC?
KARPUS MANAGEMENT INC has approximately 38 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KARPUS MANAGEMENT INC

Iii William Dostman
PITTSFORD, NY
CFP
Jodi Lee Hedberg
PITTSFORD, NY
George William Karpus
PITTSFORD, NY
David Anthony D'ambrosio
PITTSFORD, NY
CFP

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