Keri
Kutakoff
Fountainhead Am, LLC
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About this Advisor
Keri Kutakoff is a financial advisor based in Warren, New Jersey, working with Fountainhead Am, LLC. Keri has previously held positions at Hornor Townsend & Kent Inc, Bank Of America, Penn Mutual Life Insurance Co, and Fountainhead Am, LLC. Keri has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Keri is part of Fountainhead Am, LLC, which operates out of Warren, New Jersey. The firm has 1 office and 6 employees. The firm manages assets totaling $739.2 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fountainhead Am, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fountainhead Am, LLC Brokerage Details
$739,171,878
6
3,128
$236,308
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Keri Kutakoff Work History
Fountainhead Am, LLC
Hornor Townsend & Kent Inc
Bank Of America
Penn Mutual Life Insurance Co
Disclosures
Please visit the SEC profile of Keri Kutakoff 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 Fountainhead Am, LLC
Warren, NJ
Warren, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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