Signaturefd, LLC

Signaturefd, LLC (CRD# 112758) is a financial advisory firm headquartered in Atlanta, GA. They manage $6,143,956,425 in 7,954 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,144
    MILLION
  • Total Number of Accounts
    7,954
    ACCOUNTS
  • Average Account Value
    $772,436
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, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Signaturefd, LLC
Showing 11 - 20 of 32 top financial advisors.
11
David S. Fisher
CRD#: 2912277
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308

David Fisher (CRD# 2912277) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 25 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.

12
Brian W. Frey
CRD#: 5436311
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Brian Frey (CRD# 5436311) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 12 years of experience in the finance industry. Brian Frey 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.

13
Jamie M. Gentry
CRD#: 5624311
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308

Jamie Gentry (CRD# 5624311) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Jamie Gentry 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.

14
Charles G. Gray
CRD#: 1921547
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Charles Gray (CRD# 1921547) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 33 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.

15
Thomas W. Hill
CRD#: 5816936
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Thomas Hill (CRD# 5816936) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Thomas Hill 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.

16
Caitlin S. Hochstetler
CRD#: 6012197
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Caitlin Hochstetler (CRD# 6012197) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Caitlin Hochstetler 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.

17
Douglas W. Liptak
CRD#: 2895533
600 Peachtree Street, Ne, Suite 2700, Atlanta, GA 30308

Douglas Liptak (CRD# 2895533) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 106 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.

18
James F. Loyd
CRD#: 5957966
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

James Loyd (CRD# 5957966) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. James Loyd 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.

19
Leah R. Maybry
CRD#: 6588364
307 W. Tremont Avenue, Suite 200, Charlotte, NC 28203

Leah Maybry (CRD# 6588364) is an Investment Advisor Representative working at Signaturefd, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

20
Alex J. Moss
CRD#: 6313486
1230 Peachtree Street, Ne, Suite 1800, Atlanta, GA 30309

Alex Moss (CRD# 6313486) is an Investment Advisor Representative working at Signaturefd, LLC in Atlanta, GA and has over 8 years of experience in the finance industry. Alex Moss 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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