Fountainhead Advisors

Fountainhead Advisors (CRD# 156185) is a financial advisory firm headquartered in Warren, NJ. They manage $721,603,692 in 2,961 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
10 Independence Blvd, Suite 120, Warren, NJ 07059
https://www.facebook.com/fhadvisors/
By the Numbers
  • Total Assets Under Management
    722
    MILLION
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $243,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, HI, IN, KY, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TN, TX, VA, WA

Financial Advisors at Fountainhead Advisors
Showing 11 - 17 of 17 top financial advisors.
11
Scott Silver, financial advisor Warren NJ
Scott H. Silver
CRD#: 2991128
10 Independence Blvd, Suite 120, Warren, NJ 07059

Scott Silver (CRD# 2991128) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has over 26 years of experience in the finance industry.

12
Wesley Yamada, financial advisor Walnut Creek CA
Wesley M. Yamada
CRD#: 5632103
3003 Oak Road, Ste 250, Walnut Creek, CA 94597

Wesley Yamada (CRD# 5632103) is an Investment Advisor Representative working at Fountainhead Advisors in Walnut Creek, CA and has over 13 years of experience in the finance industry.

13
Stephen Zhou, financial advisor San Ramon CA
Stephen Zhou
CRD#: 6329297
2400 Camino Ramon, Suite #265, San Ramon, CA 94583

Stephen Zhou (CRD# 6329297) is an Investment Advisor Representative working at Fountainhead Advisors in San Ramon, CA and has over 7 years of experience in the finance industry.

14
Ryan Erlanger, financial advisor Warren NJ
Ryan C. Erlanger
CRD#: 7576525
10 Independence Blvd, Suite 120, Warren, NJ 07059

Ryan Erlanger (CRD# 7576525) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has 1 year of experience in the finance industry.

15
Luke Foukas, financial advisor Warren NJ
Luke C. Foukas
CRD#: 6802726
10 Independence Blvd, Suite 120, Warren, NJ 07059

Luke Foukas (CRD# 6802726) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has over 6 years of experience in the finance industry.

16
Steven Ralff, financial advisor Warren NJ
Steven J. Ralff
CRD#: 2851558
10 Independence Blvd, Suite 120, Warren, NJ 07059

Steven Ralff (CRD# 2851558) is an Investment Advisor Representative working at Fountainhead Advisors in Warren, NJ and has over 20 years of experience in the finance industry.

17
Richard Tattory, financial advisor Hamilton NJ
Richard T. Tattory
CRD#: 1093626
Hamilton, NJ

Richard Tattory (CRD# 1093626) is an Investment Advisor Representative working at Fountainhead Advisors in Hamilton, NJ and has over 34 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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