Signaturefd, LLC

Signaturefd, LLC (CRD# 112758) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,298,295,655 in 895 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,298
    MILLION
  • Total Number of Accounts
    895
    ACCOUNTS
  • Average Account Value
    $2,567,928
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, FL, GA, IL, IN, LA, MA, NC, NJ, NY, SC, TN, TX, VA

Financial Advisors at Signaturefd, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Philip C. Beatty
CRD#: 4278751
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
96
Wealthminder
score

Philip Beatty (CRD# 4278751) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 17 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.

2
James M. Boone
CRD#: 25893
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
96
Wealthminder
score

James Boone (CRD# 25893) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 35 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.

3
Russell B. Cearley
CRD#: 5131318
4601 Park Road, Suite 450, Charlotte, NC 28209
96
Wealthminder
score

Russell Cearley (CRD# 5131318) is an Investment Advisor Representative working at Signaturefd, LLC in Charlotte, NC and has over 10 years of experience in the finance industry.

4
Blair C. Cunningham
CRD#: 2407612
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308
96
Wealthminder
score

Blair Cunningham (CRD# 2407612) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 24 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.

5
Daniel M. Dubay
CRD#: 1876135
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
96
Wealthminder
score

Daniel Dubay (CRD# 1876135) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 29 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.

6
David S. Fisher
CRD#: 2912277
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308
96
Wealthminder
score

David Fisher (CRD# 2912277) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. David Fisher 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.

7
Charles G. Gray
CRD#: 1921547
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
96
Wealthminder
score

Charles Gray (CRD# 1921547) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 28 years of experience in the finance industry. Charles Gray 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
Elizabeth P. Harty
CRD#: 4234456
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
96
Wealthminder
score

Elizabeth Harty (CRD# 4234456) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 16 years of experience in the finance industry. Elizabeth Harty 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
Douglas W. Liptak
CRD#: 2895533
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308
96
Wealthminder
score

Douglas Liptak (CRD# 2895533) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 101 years of experience in the finance industry. Douglas Liptak 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
Tyler D. Reams
CRD#: 5463007
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309
96
Wealthminder
score

Tyler Reams (CRD# 5463007) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 9 years of experience in the finance industry. Tyler Reams 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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