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Karen Paula Loschiavo

Investment adviser representative at Advisors Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$12.2BFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Advisors Capital Management, LLCMay 2016 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Advisors Capital Management, LLC

$12.2BAssets managed
18,140Clients
59Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2519153
Firm CRD
112266
Advisor's SEC record (opens in a new tab)
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