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IA

Isobo S. Amaso

SIGNATUREFD
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 7324778
IA

Professional summary

Isobo Sokipriye Amaso is a registered financial advisor currently at SIGNATUREFD, LLC located in Atlanta, Georgia.

Isobo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Isobo has worked at 2 firms .

top-8-questions

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 Isobo Sokipriye Amaso'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®
None

Experience

Current

March 1, 2024 - Present

SIGNATUREFD, LLC

Office #1: 1230 Peachtree Street, Ne Suite 1800, Atlanta, GA 30309
RIA
CRD#: 112758
Atlanta, GA
Past

January 19, 2021 - June 23, 2021

DEERFIELD

RIA
CRD#: 104964
INDIANAPOLIS, IN

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".
SL
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
(3/1/2024)

Exams

Current Firm

SL
SIGNATUREFD, LLC
F&D ADVISORS, LLC | SIGNATUREFD, LLC

CRD#: 112758 / SEC#: 801-60393

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIGNATUREFD, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts10,558
AUM (Assets Under Management)$ 8,331,600,262

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

SIGNATUREFD, LLC

CRD#: 112758Atlanta, GA 30309

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