Timothy
Hermann

Advisors Capital Management, LLC

CRD#4574007
Investment Advisor
in Ridgewood, NJ

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About this Advisor

Timothy Hermann is a financial advisor based in Ridgewood, New Jersey, working with Advisors Capital Management, LLC. Timothy has previously held positions at The Roosevelt Investment Group, LLC, Cipw Service Company, LLC, Ci Roosevelt Private Wealth, and The Roosevelt Investment Group, Inc. Timothy has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Timothy is part of Advisors Capital Management, LLC, which operates out of Ridgewood, New Jersey. The firm has 22 offices and 88 employees. The firm manages assets totaling $7.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Advisors Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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

10 Wilsey Square Suite 200
Ridgewood, NJ 07450

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Advisors Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,440,044,457

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

88

NJ Average: 92
Total Number of Accounts

12,646

NJ Average: 6,978
Average Account Size

$588,332

NJ 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

Timothy Hermann Work History

2023 - Present (1 year)

Ci Roosevelt Private Wealth

2022 - Present (2 years)

Cipw Service Company, LLC

2020 - Present (4 years)

The Roosevelt Investment Group, LLC

2009 - 2020 (11 years)

The Roosevelt Investment Group, Inc

Disclosures

Please visit the SEC profile of Timothy Hermann 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

Felipe Mejia
Ridgewood, NJ
David Fuchs
Ridgewood, NJ
Justin Isaac
Aliso Viejo, CA
Aaron Robinson
Ridgewood, NJ
Stephen Cash
Ridgewood, NJ
Brayden Little
Ridgewood, NJ
Michael Knight
Ridgewood, NJ
Nathan Thomsen
Cambridge, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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