Stephen
Weiner

Advisors Capital Management, LLC

CRD#7226300
Investment Advisor
in Glastonbury, CT

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About this Advisor

Stephen Weiner is a financial advisor working out of Glastonbury, Connecticut with 3 years of industry experience. Weiner is on the advisory team at Advisors Capital Management, LLC. During their career, Weiner has held roles at Advisors Capital Management, LLC, Personal Business Mgt. Group, LTD, Alexion Pharmaceuticals and United Technologies. Weiner has a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Connecticut. Advisors Capital Management, LLC is a registered investment business operating out of Ridgewood, NJ. It has offices in 16 locations and a total of 68 employees. It controls $6 billion in assets between its 10,510 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 45 charitable organizations. Of its 10,510 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. Advisors Capital Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Advisors Capital Management, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2389 Main Street
Glastonbury, CT 06033

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Advisors Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,601,706,059

CT Average: $10,121,009,343
Total Number of Employees

68

CT Average: 92
Total Number of Accounts

10,510

CT Average: 6,978
Average Account Size

$532,988

CT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Stephen Weiner Work History

Stephen has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Advisors Capital Management, LLC

2017 - Present (7 years)

Personal Business Mgt. Group, LTD

2015 - 2016 (1 year)

Alexion Pharmaceuticals

2010 - 2015 (5 years)

United Technologies

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Weiner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Capital Management, LLC

Matthew Terzian
Ridgewood, NJ
Lee Balducci
Ridgewood, NJ
Matthew Nimrick
Ridgewood, NJ
Joanne Feeney
Ridgewood, NJ
Nathan Thomsen
Cambridge, MA
Frani Feit
Ridgewood, NJ
Richard Westhelle
Ridgewood, NJ
Cary Carbonaro
Winter Garden, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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