Role at Advisors Capital Management
- Title on Schedule A
- Managing Member, Chief Investment Officer
- Control
- Charles Lieberman is a control person of Advisors Capital Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Charles Lieberman has held the filed role since December 2002.
The firm
Form ADV filed 8 September 2026
Career on record
Charles Lieberman has been registered through Advisors Capital Management since April 2005.
- – present · 21 yearsLongboat Key, FL · Adviser representative · Firm CRD 112266
- Passed Series 66 · 2005
- Passed Series 3 · 1997
- Passed Series 24 · 1996
- Passed Series 16 · 1987
- Passed Series 63 · 1984
- Passed Series 5 and Series 7 · 1982
Registrations and exams
Charles Lieberman has a current investment-adviser registration and has passed 7 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 April 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 January 1984 |
| Series 24 | General Securities Principal Examination | 15 February 1996 |
| Series 3 | National Commodity Futures Examination | 23 October 1997 |
| Series 16 | NYSE Supervisory Analyst Examination | 17 October 1987 |
| Series 7 | General Securities Representative Examination | 15 May 1982 |
| Series 5 | Interest Rate Options Examination | 16 March 1982 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- National Commodity Futures Examination
- Name
- NYSE Supervisory Analyst Examination
- Name
- General Securities Representative Examination
- Name
- Interest Rate Options Examination
Individual record
- Full name
- Charles Lieberman
- CRD
- 1050272
- Registration status
- Investment adviser registration
- Office
- Longboat Key, FL
- Firm bio
- advisorscapital.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Dr. Charles Lieberman is Advisors Capital’s Chief Investment Officer. The firm says he founded Advisors Capital after academic, Federal Reserve Bank of New York and investment-banking roles. Official firm biography
Education
- He earned a bachelor’s degree in economics from MIT and a Ph.D. in economics from the University of Pennsylvania.Official firm biography
Common questions
Where does Charles Lieberman work?
Charles Lieberman has been Managing Member, Chief Investment Officer of Advisors Capital Management, LLC since December 2002, and is a control person of the firm.
Is Charles Lieberman a financial advisor?
Yes. Charles Lieberman has a current investment-adviser registration, through Advisors Capital Management since April 2005, as of 17 October 2026.
How many years of experience does Charles Lieberman have?
Charles Lieberman has worked in the financial industry for 21 years as of 17 October 2026, counted from 21 April 2005, across 1 adviser firm.
What exams has Charles Lieberman passed?
Charles Lieberman has passed 7 licensing exams: the Series 5, Series 7, Series 63, Series 16, Series 24, Series 3 and Series 66. The earliest, the Series 5, was passed in March 1982.
Where is Charles Lieberman based?
Charles Lieberman’s registered office is in Longboat Key, FL.
Leadership at Advisors Capital Management
- Steven WeissSenior Counsel and Chief Compliance Officer
- Joanne FeeneyManaging Member
- Kevin KernManaging Member
- Michael LiebermanManaging Member
- David LiebermanManaging Member
- Jeremy LiebermanManaging Member
- Kevin StraussManaging Member