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David Jonathan Lieberman

ADVISORS CAPITAL MANAGEMENT, LLC·RIDGEWOOD, New Jersey
Clean recordADVISORS CAPITAL MANAGEMENT, LLC
10 WILSEY SQUARE, RIDGEWOOD, NJ 07450CRD# 2915782Firm CRD# 112266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Jonathan Lieberman · RIDGEWOOD, NJ
Registration
CRD #2915782 · ADVISORS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Jonathan Lieberman is a registered financial advisor based in RIDGEWOOD, New Jersey, affiliated with ADVISORS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ADVISORS CAPITAL MANAGEMENT, LLC
ADVISORS CAPITAL MANAGEMENT, LLC
AUM
$7.4B
Regulatory assets under management
Employees
88
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2915782
Firm CRD# 112266
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Jonathan Lieberman offer?
David Jonathan Lieberman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIDGEWOOD, New Jersey for a consultation.
What are David Jonathan Lieberman's credentials?
David Jonathan Lieberman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jonathan Lieberman located?
David Jonathan Lieberman is based in RIDGEWOOD, New Jersey, working with ADVISORS CAPITAL MANAGEMENT, LLC. Their office serves clients in the RIDGEWOOD metropolitan area and surrounding communities.
How does David Jonathan Lieberman charge for services?
David Jonathan Lieberman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISORS CAPITAL MANAGEMENT, LLC?
ADVISORS CAPITAL MANAGEMENT, LLC has approximately 88 employees and manages $7.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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