Managing Member · Advisors Capital Management, LLC
Jeremy A. Lieberman
CRD 5274922 · Named on Form ADV at one SEC-registered adviser
At a glance
Advisors Capital Management, LLC, an SEC-registered wealth manager based in Ridgewood, NJ with $12.2 billion in regulatory assets, lists Jeremy A. Lieberman on its Form ADV as Managing Member.
Firms and roles
- Advisors Capital Management, LLCManaging MemberWealth manager · Ridgewood, NJ · $12B in regulatory assets
AtlasMembers
Jeremy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeremy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Charles LiebermanManaging Member, Chief Investment Officer, Advisors Capital Management, LLC
- Kevin G. KernManaging Member, Advisors Capital Management, LLC
- Michael S. LiebermanManaging Member, Advisors Capital Management, LLC
- David J. LiebermanManaging Member, Advisors Capital Management, LLC
- Steven WeissSenior Counsel and Chief Compliance Officer, Advisors Capital Management, LLC
2 more people named with Jeremy on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.