Felipe Mejia
Investment adviser representative at Advisors Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Advisors Capital Management, LLCMay 2023 to now
- Northstar Financial Planners, Inc.Nov 2021 to May 2023
- Charles Schwab & Co., Inc.Jul 2017 to Oct 2021
- Charles Schwab BankJul 2017 to Oct 2021
- Valic Financial Advisors, Inc.Mar 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6324765
- Firm CRD
- 112266