Jeffrey
Deiss
Advisors Capital Management, LLC
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About this Advisor
Jeffrey Deiss is a certified financial planner based out of Ridgewood, New Jersey with a total of 8 years of industry experience. Deiss is on the advisory team at Advisors Capital Management, LLC. Over the course of their career, Deiss has held roles at Advisors Capital Management, LLC and Nfp Securities, Inc. Deiss has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Advisors Capital Management, LLC is an advisory firm operating out of Ridgewood, NJ. The firm has offices in 16 locations and a total of 68 advisors. It manages $6 billion in assets between its 10,510 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 10,510 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets available to invest. Advisors Capital Management, LLC performs a number 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 vary depending on which service is provided. However, fee types billed by Advisors Capital Management, LLC can consist of some combination 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
Jeffrey Deiss Work History
Jeffrey has been registered as a financial advisor for 8 years.*
Advisors Capital Management, LLC
Nfp Securities, Inc
*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 Jeffrey Deiss 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
Ridgewood, NJ
Ridgewood, NJ
Cambridge, MA
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.
