Senior Counsel and Chief Compliance Officer · Advisors Capital Management, LLC
Steven Weiss
CRD 5501942 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Advisors Capital Management, LLC, an SEC-registered wealth manager based in Ridgewood, NJ with $12.2 billion in regulatory assets, lists Steven Weiss on its Form ADV as Senior Counsel and Chief Compliance Officer, a control person. The SEC filings also name Steven at 1 other registered adviser.
Firms and roles
- Advisors Capital Management, LLCSenior Counsel and Chief Compliance OfficerWealth manager · Ridgewood, NJ · $12B in regulatory assets
- AC Funds, LLCSenior Counsel and Chief Compliance OfficerAsset manager · Ridgewood, NJ · $1.0B in regulatory assets
AtlasMembers
Steven’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- 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.
Colleagues named on the same filings (8)
- 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
- Jeremy A. LiebermanManaging Member, Advisors Capital Management, LLC
3 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.