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Robert Ryan Mckinney

Advisors Capital Management, LLC

Wexford, PA

Ridgewood, NJ

CRD 2312350

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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
PA RA APPROVED 2017-12-07
  • PA RA
    APPROVED
    Since 2017-12-07

Branch Locations

Wexford, PA • United States

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
Lpl Financial, Llc Wexford PA 12/2008 12/2017
Stratos Wealth Partners, Ltd Wexford PA 12/2008 12/2017
Advisors Capital Management, Llc D/B/A Bridgeview Wealth Wexford PA 12/2017 Present
Previous Registrations
Other Businesses

1. 6/18/2013: NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENT ENGAGED IN THE NEEDS-BASED DELIVERY OF LIFE, HEALTH, LONG TERM CARE AND FIXED ANNUITIES, UTILIZING DIRECT 1 - 2 AS MASTER GENERAL AGENT. - TIME SPENT 10% - WEXFORD, PA. 2. 7/19/2013: REAL ESTATE RENTAL - MCKINNEY FINANCIAL ADVISORS - PURCHASE, REHAB, AND FLIP & RETAIN FOR RENTAL PURPOSES. RESIDENTIAL AND COMMERCIAL REAL ESTATE. - TIME SPENT 5%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-27
S63 Uniform Securities Agent State Law Examination 1993-01-15
  • S65 Uniform Investment Adviser Law Examination
    2009-10-27
  • S63 Uniform Securities Agent State Law Examination
    1993-01-15
Other Names
  • Robb Mckinney
  • R Ryan Mckinney

View on SEC IAPD

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