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Joel L
Series 63, Series 65
Stuart, FL
Lipton Capital Management
Joel Lipton is the sole advisor at Lipton Capital Management in Stuart, Florida, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has led Lipton Capital Management since its founding in 1992. Outside of his advisory work, he is involved in boat sales and brokerage through Universal Yacht Sales, LLC. Lipton Capital Management provides discretionary portfolio management to a small number of individual retail clients, focusing on long-term growth with a "Keep It Simple" investment approach. The firm primarily invests in a limited range of securities and commonly uses options strategies, operating as a solo independent advisor.
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