Philip Henry Allen
Investment adviser representative at Advisors Capital Management, LLC
13 yearsExperience
1 stateRegistered in
$12.2BFirm assets
23 yearsFirm in business
Are you Philip Henry Allen? Claim your profile
Contact this firm
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
13 years in the industry.
- Advisors Capital Management, LLCAug 2025 to now
- Atria Wealth SolutionsOct 2018 to Aug 2025
- Cadaret, Grant & Co., Inc.Apr 2018 to Oct 2018
- Carrier Dome ConcessionsMar 2016 to Sep 2018
- Lemoyne CollegeAug 2014 to May 2018
- Syracuse NetsSep 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6936040
- Firm CRD
- 112266