Leonard Frank Nowak

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2016
  Portfolio Solutions, Llc
  Troy, MI
• 01/2017 → 01/2017
  Edelman Financial Services, Llc
  Fairfax, VA
• 01/2017 → 01/2017
  Ef Legacy Securities, Llc
  Henrico, VA
• 02/2017 → 12/2023
  Mainstay Capital Management, Llc
  Grand Blanc, MI
• 12/2022 → Present
  Advisors Capital Management, Llc
  Ridgewood, NJ

Previous Registrations

• 2016-05-31 → 2017-02-23
  Liberty Wealth Advisors, Llc
  Troy, MI
• 2017-01-17 → 2017-02-08
  Edelman Financial Services, Llc
  Troy, MI
  Fairfax, VA
• 2010-03-03 → 2016-04-26
  Ljpr Financial Advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-17
• S63 Uniform Securities Agent State Law Examination
  1998-12-07

Designations

• Certified Financial Planner

Other Names

• Leonard Frank Iii Nowak
• Leonard Frank Nowak
• Leonard Frank Nowak
• Len Nowak