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Jeffrey P Deiss

Advisors Capital Management, LLC

Ridgewood, NJ

CRD 2875501

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Employer firm

Advisors Capital Management, LLC CRD 112266

$12.2B regulatory AUM 34 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Advisors Capital Management, Llc

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-13
NJ RA APPROVED 2015-04-20
  • TX RA
    APPROVED
    Since 2026-07-13
  • NJ RA
    APPROVED
    Since 2015-04-20

Branch Locations

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisors Capital Management, Llc Ridgewood NJ 05/2016 Present
Previous Registrations
  • 2009-04-13 → 2015-04-07
    Kestra Investment Services, Llc
    Mendham, NJ
  • 2007-05-29 → 2008-11-21
    Citigroup Global Markets Inc.
    New York, NY
  • 2006-08-15 → 2007-05-29
    Citicorp Investment Services
    New York, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-14
S63 Uniform Securities Agent State Law Examination 2005-05-27
  • S65 Uniform Investment Adviser Law Examination
    2006-08-14
  • S63 Uniform Securities Agent State Law Examination
    2005-05-27
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
ACCURATE WEALTH MANAGEMENT, LLC

Nearby Investors

WESLEY SCOTT GOLDBERG
STEVE KYLE KILLEBREW
JASON JAMES ARMENTI

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Ridgewood, NJ
COMMONWEALTH FINANCIAL NETWORK · RIDGEWOOD, NJ
ACCURATE WEALTH MANAGEMENT, LLC · Ridgewood, NJ

More in Ridgewood, NJ

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