Matthew Brett Terzian

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

• 03/2016 → 01/2020
  Resources Management Corp
  West Hartford, CT
• 04/2017 → 12/2020
  Litchfield Bancorp
  Litchfield, CT
• 02/2019 → Present
  Advisors Capital Management, Llc
  Ridgewood, NJ
• 01/2021 → 03/2025
  Northwest Community Bank
  Litchfield, CT

Previous Registrations

• 2016-03-21 → 2020-02-03
  Rmc Investment Advisors
  West Hartford, CT
  West Hartford, CT
• 2013-05-30 → 2016-04-28
  Bradley Foster & Sargent Inc
  Hartford, CT

Other Businesses

25% owner of 4 apartment buildings in Texas. Does not require my time.

Designations

• Certified Financial Planner
• Chartered Financial Analyst