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Brian Glenn Carlson

Advisors Capital Management, LLC

Ridgewood, NJ

Pittsford, NY

CRD 5496116

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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
NY RA APPROVED 2024-04-08
  • NY RA
    APPROVED
    Since 2024-04-08

Branch Locations

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

Pittsford, NY • 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
Grimes & Company, Inc. Westborough MA 03/2016 03/2024
Advisors Capital Management, Llc Ridgewood NJ 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-07
S63 Uniform Securities Agent State Law Examination 2010-08-12
  • S65 Uniform Investment Adviser Law Examination
    2016-04-07
  • S63 Uniform Securities Agent State Law Examination
    2010-08-12
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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