ES

Eric S. Sheikowitz

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CRD#: 5769276
ES

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Scott Sheikowitz, who also goes by Eric Sheikowitz, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2010. Eric had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Sheikowitz

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 16, 2014 - December 23, 2020

FOUNTAINHEAD ADVISORS

RIA
CRD#: 156185
WARREN, NJ
Past

December 1, 2014 - August 10, 2015

SECUREVEST FINANCIAL GROUP

BD
CRD#: 10100
EDISON, NJ
Past

July 20, 2012 - December 12, 2012

SAXONY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 122692
PARAMUS, NJ
Past

July 13, 2012 - December 12, 2012

SAXONY SECURITIES, INC.

BD
CRD#: 115547
PARAMUS, NJ
Past

July 30, 2010 - October 10, 2011

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FA
FOUNTAINHEAD ADVISORS
ABRAHAMSENROCK, LLC | ROCK, MARC B. | FOUNTAINHEAD PRIVATE WEALTH | FOUNTAINHEAD CAPITAL, LLC | FOUNTAINHEAD CAPITAL MANAGEMENT, LLC | FOUNTAINHEAD ADVISORS | EPIC ADVISORY PARTNERS

CRD#: 156185 / SEC#: 801-79472

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Contact information


Main Address
10 Independence Blvd Suite 120, Warren, NJ 07059
Mailing Address
Phone number
(732) 346-1900
Established
Firm type
Fiscal year end
# of Employees
28

Regulatory assets under management


Total Number of Accounts3,733
AUM (Assets Under Management)$ 1,019,956,144

Red Flags


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

Company Information


FOUNTAINHEAD ADVISORS

CRD#: 156185

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