Matthew Brett Terzian
Investment adviser representative at Advisors Capital Management, LLC
9 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$12.2BFirm assets
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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
9 years in the industry.
- Advisors Capital Management, LLCFeb 2019 to now
- Northwest Community BankJan 2021 to Mar 2025
- Litchfield BancorpApr 2017 to Dec 2020
- Resources Management CorpMar 2016 to Jan 2020
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 5672083
- Firm CRD
- 112266