Brian Glenn Carlson

CFP

Advisors Capital Management, LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Advisors Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

56 advisors

Number of Clients

14,671 clients

Average Client Portfolio

$645K average

Assets Under Management

$9.5B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

10 Wilsey Square, Suite 200, Ridgewood, NJ, 07450

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Advisors Capital Management, LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Grimes & Company, INC.

April 2016 - March 2024 · 7 yrs 11 mos

State Registrations2 states

NYTX

Advisor

Exams

No exam information available for this advisor.