Daniel Lee Lippincott
Investment adviser representative at Karpus Investment Management
14 yearsExperience
3 statesRegistered in
CFADesignation
$4.3BFirm assets
Are you Daniel Lee Lippincott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Karpus Investment ManagementMar 2012 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Karpus Investment Management
Legal name: Karpus Management Inc
$4.3BAssets managed
1,859Clients
6Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6019452
- Firm CRD
- 110275