TrueAdvisor
TrueAdvisor
DL
DL

David Jonathan Lieberman

Advisors Capital Management, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Advisors Capital Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
14,671 clients
Average Client Portfolio
$645K average
Assets Under Management
$9.5B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

10 Wilsey Square, Suite 200, Ridgewood, NJ, 07450

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Advisors Capital Management, LLC
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Advisors Capital Management, LLC
September 2005 - May 2008 · 2 yrs 8 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.