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RIA / WealthAdvisorCertified Financial Planner110 years in industry

DOUGLAS WILLIAM LIPTAK

Advisor at SIGNATUREFD, LLC

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d39eae3-2120-d572-560d-e1be257208be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: May 5, 1916 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Douglas William Liptak

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SIGNATUREFD, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 1916earliest registration or exam on IAPD
Years in industry: 110derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: May 5, 1916
Dual registered: no
Other names: DOUGLAS LIPTAK
IAPD individual key: 2895533

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SIGNATUREFD, LLC	Independent wealth	Apr 8, 2003	n/a	yes	ATLANTA, GA\|ATLANTA, GA	Current employment

Relationships

Registered with (1)

→ SIGNATUREFD, LLCRegistered adviserregistration: current employment
Apr 8, 2003 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d39eae3-2120-d572-560d-e1be257208be
First observed: May 5, 1916
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DOUGLAS WILLIAM LIPTAK

Advisor at SIGNATUREFD, LLC

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d39eae3-2120-d572-560d-e1be257208be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SIGNATUREFD, LLC

Independent wealth

Apr 8, 2003

n/a

yes

ATLANTA, GA|ATLANTA, GA

Current employment