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Stephen Michael Cash

Advisors Capital Management, LLC

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About Stephen Michael Cash

Stephen Cash is a financial advisor with Advisors Capital Management, LLC. He is also registered with the state of New Jersey. Stephen has a wide range of experience in the financial services industry, having previously worked at LPL FINANCIAL LLC and Oppenheimer & Co. Inc. He is a Certified Financial Planner and holds the Series 66, SIE and Series 7 licenses. Stephen's specialization is in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Stephen has a strong track record of helping clients achieve their financial goals. He is committed to providing personalized service and working closely with clients to develop customized financial plans.

Firm Information

Stephen Cash 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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Stephen Cash’s Registration & Firm History

NJ

12/09/2020 - Present

Advisors Capital Management, LLC (RIDGEWOOD NJ)

NJ

01/28/2016 - 11/30/2020

LPL FINANCIAL LLC (FAIRFIELD NJ)

NY

12/23/2014 - 12/28/2015

OPPENHEIMER & CO. INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Michael Cash.
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