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Richard Thomas Tattory

Fountainhead Advisors

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About Richard Thomas Tattory

Richard Tattory is a financial advisor associated with Fountainhead Advisors. Richard has been in the industry since 1983 and has a strong background in financial planning and investment management. Richard's experience includes various roles at leading financial institutions such as Jefferson Pilot Securities Corporation, MetLife Securities Inc., and John Hancock Distributors, Inc.. Richard holds the Series 6, Series 63, and Series 65 licenses, demonstrating their expertise in the financial services industry.

Firm Information

Richard Tattory is currently registered with Fountainhead Advisors. Fountainhead Advisors is an investment advisor based in Warren, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm manages approximately $721.6 million in assets for 2,961 clients.
Fountainhead Advisors

10 INDEPENDENCE BLVD

WARREN, NJ 07059

$721.60M

Assets Under Management

21

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Tattory’s Registration & Firm History

NJ

05/04/2022 - Present

Fountainhead Advisors (HAMILTON NJ)

IN

04/10/1995 - 03/03/2006

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

MA

04/17/1993 - 03/30/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/17/1993 - 03/30/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

03/28/1983 - 03/11/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

03/28/1983 - 03/11/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 08/24/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Thomas Tattory.
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