Nathan
Thomsen
Advisors Capital Management, LLC
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About this Advisor
Nathan Thomsen is a certified financial planner who works in Cambridge, Massachusetts with 2 years of industry experience. Thomsen is an advisor for Advisors Capital Management, LLC. Over the course of their career, they have held roles at Fidelity Brokerage Services, LLC, Fidelity Personal And Workplace Advisors, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Advisors Capital Management, LLC. Thomsen has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and New Jersey. Advisors Capital Management, LLC is a financial advisory business based in Ridgewood, NJ. It has offices in 16 locations and a total of 68 financial advisors. It handles $6 billion in assets under management among its 10,510 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 45 charitable organizations. Of its 10,510 client accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. Advisors Capital Management, LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fees usually are based on which services the firm provides the client. Fees charged by Advisors Capital Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Capital Management, LLC Brokerage Details
$5,601,706,059
68
10,510
$532,988
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
Nathan Thomsen Work History
Nathan has been registered as a financial advisor for 2 years.*
Advisors Capital Management, LLC
Fidelity Personal And Workplace Advisors
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Brokerage Services, LLC
*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 Nathan Thomsen 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
Ridgewood, NJ
Ridgewood, NJ
Cambridge, MA
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
Ridgewood, NJ
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
