Felipe Mejia

CFP

Advisors Capital Management, LLC

10 Years of Experience

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.

Employment History

Current Registrations

Advisors Capital Management, LLC

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Northstar Financial Planners, INC.

November 2021 - May 2023 · 1 yr 6 mos

Charles Schwab & CO., INC.

August 2017 - November 2021 · 4 yrs 3 mos

Charles Schwab & CO., INC.Broker

August 2017 - November 2021 · 4 yrs 3 mos

VALIC Financial Advisors, INC.

May 2016 - July 2017 · 1 yr 2 mos

VALIC Financial Advisors, INC.Broker

March 2016 - July 2017 · 1 yr 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

November 2015 - March 2016 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.