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Douglas William Liptak

Signaturefd, LLC

Atlanta, GA

Atlanta, GA

CRD 2895533

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Employer firm

Signaturefd, LLC CRD 112758

$9.68B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Signaturefd, Llc

1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2003-04-08
  • GA RA
    APPROVED
    Since 2003-04-08

Branch Locations

600 Peachtree Street, Ne Suite 2700, Atlanta, GA 30308 • United States

1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signaturefd, Llc Atlanta GA 01/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1916-05-05
  • S65 Uniform Investment Adviser Law Examination
    1916-05-05
Designations
  • Certified Financial Planner
Other Names
  • Douglas Liptak

View on SEC IAPD

Nearby Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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