Douglas
Liptak

Signaturefd, LLC

CRD#2895533
Investment Advisor
in Atlanta, GA

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About this Advisor

Douglas Liptak is a certified financial planner based out of Atlanta, Georgia who has 20 years of industry experience. Liptak is currently employed by Signaturefd, LLC. They have spent their complete employment at Signaturefd, Llc. Liptak maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Florida and Georgia. Signaturefd, LLC is a financial advisory firm that has its headquarters in Atlanta, GA. The company has a total of 99 advisors. It handles $6 billion in total assets among its 9,057 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 9,057 customer accounts, 63% belong to high-net-worth investors who have greater than $1 million in investable assets. Signaturefd, LLC provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services are provided. However, fee types charged by Signaturefd, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 Peachtree Street, Ne Suite 2700
Atlanta, GA 30308

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Signaturefd, LLC Brokerage Details

Total Assets Under Management

$6,146,773,595

GA Average: $3,570,121,308
Total Number of Employees

99

GA Average: 58
Total Number of Accounts

9,057

GA Average: 1,608
Average Account Size

$678,677

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Douglas Liptak Work History

Douglas has been registered as a financial advisor for 20 years.*

2000 - Present (24 years)

Signaturefd, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Douglas Liptak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signaturefd, LLC

Clara Parris
Atlanta, GA
James Sturgis
Atlanta, GA
Elizabeth Dipaolo
Atlanta, GA
Mckenna Law
Atlanta, GA
James Yost
Atlanta, GA
James Loyd
Atlanta, GA
Cameron Craig
Atlanta, GA
James Tally
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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