Philip C. Beatty

SIGNATUREFD

Atlanta, GA 30309

Some features on this profile are disabled

CRD#: 4278751

Professional summary

Philip Chisom Beatty, CFP® is a registered financial advisor currently at SIGNATUREFD, LLC located in Atlanta, Georgia.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Philip has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Chisom Beatty's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

December 5, 2013 - Present

SIGNATUREFD, LLC

Office #1: 1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309

RIA

CRD#: 112758

Atlanta, GA

Past

November 14, 2007 - August 30, 2013

PPA ADVISORY SERVICES, INC.

RIA

CRD#: 125930

ROSWELL, GA

Past

May 9, 2001 - August 29, 2013

PPA INVESTMENTS, INC.

CRD#: 15869

ROSWELL, GA

Past

December 21, 2000 - May 15, 2001

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SIGNATUREFD, LLC

F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA

Registered Investment Advisory firm - (7/6/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/5/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/8/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/4/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/20/2000

General Securities Representative Examination

Current Firm

SIGNATUREFD, LLC

F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

RIA

Registered Investment Advisory firm - (7/6/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

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

Mailing Address

Phone number

(404) 253-7600

Established

Firm type

Fiscal year end

# of Employees

119

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATUREFD, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	10,558
AUM (Assets Under Management)	$ 8,331,600,262

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
09/27/2024	Cover Page	Report
01/26/2024	Cover Page	Report
11/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Kermit Cottrell

STATE FARM VP MANAGEMENT CORP.

Dunwoody, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Philip C. Beatty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Chisom Beatty's CRS (Customer Relationship Summary).

Certified licenses

Experience

PPA ADVISORY SERVICES, INC.

PPA INVESTMENTS, INC.

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

SIGNATUREFD, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/8/2000

Series 65

Date: 12/4/2000

Series 7

Date: 11/20/2000

Current Firm

SIGNATUREFD, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIGNATUREFD, LLC

TRUST BUT VERIFY

Similar Advisors