Advisor at Advisors Capital Management, LLC
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Firm
Advisors Capital Management, LLC
Location
Ridgewood, NJ 07450
Credentials
Series 63, Series 65
Industry experience
21 years
Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including CI Roosevelt Private Wealth, The Roosevelt Investment Group, and Unified Financial Securities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, serving through outsourced investment management for unaffiliated RIAs and broker-dealers as well as wealth management. The firm manages a large client base with a focus on custom private accounts, model separate-account and ETF strategies, employing both macro and fundamental analysis.
Based on Advisors Capital Management, LLC
Based on Advisors Capital Management, LLC
$50,000 - $149,999: Up to 0.65% $150,000 - $299,999: Up to 0.65% $300,000+: Up to 0.80% for Equity Accounts $300,000+: Up to 0.35% for Fixed Income Accounts
Account minimum: $50,000
10 Wilsey Square, Suite 200
Ridgewood, NJ 07450
Massachusetts · New Jersey · New York · Texas
CI Roosevelt Private Wealth
2023 - Present (3 years)
CIPW Service Company, LLC
2022 - Present (4 years)
The Roosevelt Investment Group, LLC
2020 - Present (6 years)
Unified Financial Securities, Inc.
2008 - 2017 (9 years)
Roosevelt Investment Group, Inc.
2008 - 2020 (12 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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