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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lieberman is a registered Investment Advisor Representative with Advisors Capital Management, LLC. David is associated with the firm's Ridgewood, New Jersey branch office. David Lieberman has been in the industry since August 2005 and has passed the Series 65, Series 66 and Series 7 exams. David Lieberman also previously worked at Wall Street Financial Group, Inc. David Lieberman has experience working with High Net Worth Individuals, Individuals Other Than High Net Worth, Insurance Companies, Charitable Organizations, Pension and Profit Sharing Plans, Corporations or Other Businesses, State or Municipal Government Entities and Sovereign Wealth Funds And Foreign Official Institutions. David Lieberman's firm, Advisors Capital Management, LLC provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
03/07/2013 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NJ
08/05/2005 - 06/02/2008
WALL STREET FINANCIAL GROUP, INC. (PARAMUS NJ)
IA
Issued 03/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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