DF
CFP
DF
CFP

David Isaac Fuchs

8 Years of Experience
Areas of Practice
Investment Management
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
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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.

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Other Business Activities

David assists Nissim Tutoring Services in creating lesson plans and homework, and discusses strategies to pass the CFP exam. This work takes a few hours per week.

Employment History
Current Registrations
Advisors Capital Management, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Bny Mellon Securities CorporationBroker
March 2020 - December 2022 · 2 yrs 9 mos
AXA Distributors, LLCBroker
January 2017 - March 2020 · 3 yrs 2 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.