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Douglas William Liptak

Investment Adviser Representative at Signaturefd, LLC

Atlanta, GACRD #2895533Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Douglas William Liptak is an investment adviser representative with Signaturefd, LLC in Atlanta, GA, where they have been registered since 2003, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Georgia.

Office

1230 Peachtree Street, Ne, Suite 1800
Atlanta, GA 30309

Advisors at this office: 43

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/5/1916

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Signaturefd, LLCCurrent
4/8/2003 – Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Signaturefd, LLC
    Jan 2000 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Signaturefd, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$2,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $5,000,0001.00%
  • Above $5,000,0000.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning and investment advisory services focused on growing wealth, protecting assets, giving strategically, and helping clients live the life they want now and in the future

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningWealth ManagementInvestment AdvisoryEstate PlanningPhilanthropic GivingWealth ProtectionIncome GrowthRisk Management

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable Organizations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
49
Offices listed on AdvisorFinder:
2
Main office:
Atlanta, GA
SEC file number:
801-60393

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Signaturefd, LLC

Showing 12 of 49 in the directory

View Signaturefd, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Douglas William Liptak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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