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Investment adviser representative · Lipton Capital Management

Joel J. Lipton

CRD 1040940 · Stuart, FL

At a glance

Joel J. Lipton is an investment adviser representative with Lipton Capital Management in Stuart, FL, according to the SEC’s Investment Adviser Public Disclosure records.

Current advisory firm

  • Lipton Capital ManagementSince January 2026Stuart, FL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2026
Designations
None on file
Exams
Series 63, Series 65
Registered in
–
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Joel’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.