Advisor at Advisors Capital Management, LLC
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Firm
Advisors Capital Management, LLC
Location
Ridgewood, NJ 07450
Credentials
Series 63, Series 66
Industry experience
24 years
Michael Surbrug is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Lord Abbett Distributor LLC since 2003. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individuals, institutions, and various organizations. The firm operates as an outsourced investment manager to unaffiliated registered investment advisers and broker-dealers and offers customized private accounts as well as model separate-account and ETF strategies.
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
New Jersey
Lord Abbett Distributor LLC
2003 - Present (23 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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