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Robert Ryan McKinney

Advisors Capital Management, LLC

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About Robert Ryan McKinney

Robert Ryan McKinney is an investment advisor representative associated with Advisors Capital Management, LLC. Robert has been in the industry for over 20 years. Robert has a broad background in financial services with prior experience at LPL FINANCIAL LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Robert holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 Investment Advisor Representative license. Robert has expertise in helping individuals, families, and businesses with their financial planning needs.

Firm Information

Robert McKinney 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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Robert McKinney’s Registration & Firm History

PA

12/07/2017 - Present

Advisors Capital Management, LLC (WEXFORD PA)

PA

12/03/2008 - 12/14/2017

LPL FINANCIAL LLC (WEXFORD PA)

PA

08/23/2002 - 12/05/2008

LINCOLN FINANCIAL ADVISORS CORPORATION (SEWICKLEY PA)

IN

08/23/2002 - 05/24/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MD

05/01/2000 - 08/15/2002

THE ADVISORS GROUP, INC. (BETHESDA MD)

DE

01/14/1993 - 05/02/2000

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

IA

Issued 10/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2010

Series 7 - General Securities Representative Examination

BC

Issued 01/11/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Ryan McKinney.
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