Signaturefd, LLC

Signaturefd, LLC (CRD# 112758) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,911,278,567 in 6,282 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,911
    MILLION
  • Total Number of Accounts
    6,282
    ACCOUNTS
  • Average Account Value
    $622,617
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, DC, FL, GA, IL, IN, LA, MA, MD, NC, NH, NJ, NY, OK, SC, TN, TX, VA

Financial Advisors at Signaturefd, LLC
Showing 1 - 10 of 34 top financial advisors.
1
Matthew B. Barber
CRD#: 6375315
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Matthew Barber (CRD# 6375315) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Matthew Barber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip C. Beatty
CRD#: 4278751
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Philip Beatty (CRD# 4278751) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 19 years of experience in the finance industry. Philip Beatty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Isabel F. Berbert
CRD#: 5191443
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Isabel Berbert (CRD# 5191443) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

4
Robert K. Besson
CRD#: 4646237
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308

Robert Besson (CRD# 4646237) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

5
James M. Boone
CRD#: 25893
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

James Boone (CRD# 25893) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 38 years of experience in the finance industry. James Boone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Russell B. Cearley
CRD#: 5131318
521 E. Morehead St., Suite 330, Charlotte, NC 28203

Russell Cearley (CRD# 5131318) is an Investment Advisor Representative working at Signaturefd, LLC in Charlotte, NC and has over 13 years of experience in the finance industry.

7
Cameron B. Craig
CRD#: 6028046
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Cameron Craig (CRD# 6028046) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 7 years of experience in the finance industry. Cameron Craig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Blair C. Cunningham
CRD#: 2407612
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308

Blair Cunningham (CRD# 2407612) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 27 years of experience in the finance industry. Blair Cunningham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Elizabeth W. Dipaolo
CRD#: 6027666
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Elizabeth Dipaolo (CRD# 6027666) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 8 years of experience in the finance industry. Elizabeth Dipaolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Daniel M. Dubay
CRD#: 1876135
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Daniel Dubay (CRD# 1876135) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 32 years of experience in the finance industry. Daniel Dubay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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