Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Brett Terzian

Advisors Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Brett Terzian

Matthew Brett Terzian is a financial advisor with Advisors Capital Management, LLC in Ridgewood, NJ. Matthew has been in the industry since April 2013 and is registered as an investment advisor representative in Connecticut. Matthew holds the Certified Financial Planner and Chartered Financial Analyst designations and has experience working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Matthew provides financial planning, portfolio management, and pension consulting services.

Firm Information

Matthew Terzian 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Terzian’s Registration & Firm History

NJ

02/28/2020 - Present

Advisors Capital Management, LLC (RIDGEWOOD NJ)

Not sure if Matthew Brett Terzian is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Brett Terzian.
Not sure if Matthew Brett Terzian is right for you?