linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Judd Lasater

Advisors Capital Management, LLC

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

About Robert Judd Lasater

Robert Judd Lasater is an investment advisor representative at Advisors Capital Management, LLC. Robert is a registered investment advisor with 14 years of experience in the financial services industry. His professional experience includes positions at Curian Clearing, LLC, and Edward Jones. Robert is licensed to provide investment advisory services in Alabama. Robert is also qualified to provide financial planning services, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Robert Lasater 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Robert Lasater’s Registration & Firm History

NJ

10/03/2015 - Present

Advisors Capital Management, LLC (RIDGEWOOD NJ)

TN

01/19/2011 - 09/15/2015

CURIAN CLEARING, LLC (FRANKLIN TN)

TN

10/26/2007 - 09/09/2010

EDWARD JONES (SMYRNA TN)

Not sure if Robert Judd Lasater is right for you?

Licenses & Designations

BOTH

Issued 11/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Judd Lasater.
Not sure if Robert Judd Lasater is right for you?