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Advisors Capital Management, LLC CRD 112266
$12.2B regulatory AUM 34 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-05-09 |
| NJ | RA | APPROVED | 2023-11-15 |
| NY | RA | APPROVED | 2023-07-20 |
| TX | RA | APPROVED | 2023-07-20 |
Branch Locations
10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roosevelt Investment Group, Inc | New York | NY | 09/2008 | 12/2020 |
| Unified Financial Securities, Inc. | Indianapolis | IN | 12/2008 | 11/2017 |
| The Roosevelt Investment Group, Llc | New York City | NY | 12/2020 | 07/2023 |
| Cipw Service Company, Llc | New York City | NY | 01/2022 | 07/2023 |
| Ci Roosevelt Private Wealth | Hoboken | NJ | 02/2023 | 07/2023 |
| Advisors Capital Management, Llc | Ridgewood | NJ | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-19 |
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