Stephen Marc Weiner
Investment adviser representative at Advisors Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.2BFirm assets
Are you Stephen Marc Weiner? 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
10 years in the industry.
- Advisors Capital Management, LLCAug 2019 to now
- Personal Business Mgt. Group, LtdMay 2017 to now
- UnemployedJun 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7226300
- Firm CRD
- 112266