Karen Loschiavo, financial advisor Ridgewood NJ

Karen Loschiavo

CRD Number: 2519153
Current Firm: Advisors Capital Management, LLC

Karen Loschiavo (CRD# 2519153) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Ridgewood, NJ and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Capital Management, LLC Hasbrouck Heights, NJ Jul 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Karen P. Loschiavo
Phone Number: 201-447-3400
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,602
    MILLIONS
  • Total Number of Accounts
    10,510
    ACCOUNTS
  • Average Account Value
    $532,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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