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James Andrew Friedman

Advisors Capital Management, LLC

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About James Andrew Friedman

James Andrew Friedman is an Investment Advisor Representative associated with Advisors Capital Management, LLC. James has been in the industry since 1992. He is a Registered Investment Advisor in Connecticut and Florida. James has held prior registrations with Tocqueville Securities L.P. and PaineWebber Incorporated. James has passed the Series 63, Series 65 and Series 7 exams.

Firm Information

James Friedman 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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James Friedman’s Registration & Firm History

NJ

01/01/2025 - Present

Advisors Capital Management, LLC (RIDGEWOOD NJ)

NY

07/28/1998 - 10/12/1998

TOCQUEVILLE SECURITIES L.P. (NEW YORK NY)

NJ

11/25/1992 - 07/19/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 06/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/21/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Andrew Friedman.
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