Eric S. Sheikowitz
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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 16, 2014 - December 23, 2020
FOUNTAINHEAD ADVISORS
December 1, 2014 - August 10, 2015
SECUREVEST FINANCIAL GROUP
July 20, 2012 - December 12, 2012
SAXONY CAPITAL MANAGEMENT, LLC
July 13, 2012 - December 12, 2012
SAXONY SECURITIES, INC.
July 30, 2010 - October 10, 2011
NATIONAL SECURITIES CORPORATION
Primary Firm SEC Registration
FOUNTAINHEAD ADVISORS
CRD#: 156185 / SEC#: 801-79472
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FOUNTAINHEAD ADVISORS
CRD#: 156185 / SEC#: 801-79472
Contact information
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,733 |
| AUM (Assets Under Management) | $ 1,019,956,144 |
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.
