David Jonathan Lieberman
Investment adviser representative at Advisors Capital Management, LLC
14 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
14 years in the industry.
- Advisors Capital Management, LLCDec 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2013
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
- 2915782
- Firm CRD
- 112266