Stephen Cash (CRD# 6027198) is an Investment Advisor Representative working at Advisors Capital Management, LLC in Ridgewood, NJ and has over 8 years of experience in the finance industry. Stephen Cash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisors Capital Management, LLC | Ridgewood, NJ | Nov 2020 - Current | 3 |
| Lpl Financial LLC | Fairfield, NJ | Jan 2016 - Nov 2020 | 4 |
| Private Advisor Group, LLC | Fairfield, NJ | Dec 2015 - Nov 2020 | 4 |
| Oppenheimer & Co | New York, NY | Jun 2014 - Jan 2016 | 1 |
| Northwestern Mutual | Albany, NY | May 2014 - Aug 2014 | < 1 |
| St. Lawrence University | Canton, NY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- NJ
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Total Assets Under Management7,440MILLIONS
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Total Number of Accounts12,646ACCOUNTS
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Average Account Value$588,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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