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.

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Other Business Activities

Daniel owns RG Entertainment, LLC, an online product sales business focusing on furniture and beauty products through social media platforms. He dedicates about 10-20% of his time to bookkeeping and product sourcing for this business.

Employment History
Current Registrations
Advisors Capital Management, LLC
March 2025 - Present · 11 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.