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Karen Paula Loschiavo

Advisors Capital Management, LLC

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About Karen Paula Loschiavo

Karen Paula Loschiavo is a registered investment advisor with Advisors Capital Management, LLC. Karen has been in the industry since 1994 and is currently registered with the state of New Jersey. Karen has a Series 6, Series 63 and Series 65 license. Karen has a history of working with individuals, high-net-worth individuals, corporations, and other businesses, as well as pension and profit sharing plans, charitable organizations, and insurance companies. Karen offers a variety of services, including financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.

Firm Information

Karen Loschiavo 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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Karen Loschiavo’s Registration & Firm History

NJ

01/07/2015 - Present

Advisors Capital Management, LLC (RIDGEWOOD NJ)

NY

03/24/1995 - 08/31/2001

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Paula Loschiavo.
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