TrueAdvisor
TrueAdvisor
KK
ChFC
KK
ChFC

Keri Robyn Kutakoff

Fountainhead Am, LLC
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Fountainhead Am, LLC
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$192.9M average
Assets Under Management
$964.5M

Fee Structure

Financial Planning:Investment management only

Location

10 Independence Blvd, Warren, NJ, 07059

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Chelsea Financial Services
September 2024 - Present · 1 yr 5 mos
Chelsea Financial ServicesBroker
September 2024 - Present · 1 yr 5 mos
Fountainhead Am, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
October 2018 - March 2022 · 3 yrs 5 mos
Hornor, Townsend & Kent, LLCBroker
May 2016 - March 2022 · 5 yrs 10 mos
Bear, Stearns & CO. INC.Broker
August 2003 - February 2005 · 1 yr 6 mos
Fahnestock & CO. INC.Broker
April 2003 - August 2003 · 4 mos
Cibc World Markets CORP.Broker
April 1995 - April 2003 · 8 yrs
State Registrations10 states
CACTFLHIMINJNYOHORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.