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Brian Glenn Carlson

Advisors Capital Management, LLC

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About Brian Glenn Carlson

Brian Carlson is an investment advisor representative with Advisors Capital Management, LLC. Brian has been in the industry since 2010 and holds the Series 6, Series 63, and Series 65 licenses. Brian is also a Certified Financial Planner. Previously, Brian worked for Natixis Global Associates and Grimes & Company, Inc. Brian is registered to provide investment advisory services in New York and Texas.

Firm Information

Brian Carlson is currently registered with Advisors Capital Management, LLC. Advisors Capital Management, LLC is a financial advisory firm based in RIDGEWOOD, NJ. They provide financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. They manage over $7.44 billion in assets for over 12,646 clients. They are registered with the SEC and have a wrap fee program.
Advisors Capital Management, LLC

10 WILSEY SQUARE

RIDGEWOOD, NJ 07450

$7.44B

Assets Under Management

20

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Carlson’s Registration & Firm History

NJ

04/08/2024 - Present

Advisors Capital Management, LLC (RIDGEWOOD NJ)

MA

07/12/2010 - 06/30/2015

NGAM DISTRIBUTION, L.P. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Glenn Carlson.
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