Role at Advisors Capital Management
- Title on Schedule A
- Managing Member
- Control
- David Lieberman is not a control person of Advisors Capital Management.
- Ownership
- The filed direct ownership band is 5% to 10%.
- Tenure
- David Lieberman has held the filed role since June 2005.
The firm
Form ADV filed 8 September 2026
Career on record
David Lieberman has been registered through Advisors Capital Management since March 2013.
- – present · 14 yearsRidgewood, NJ · Adviser representative · Firm CRD 112266
- Passed Series 65 · 2013
- Passed Series 7 and Series 66 · 2005
Registrations and exams
David Lieberman has a current investment-adviser registration in New Jersey and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| New Jersey | Investment adviser representative | Approved | 7 March 2013 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2013 |
| Series 66 | Uniform Combined State Law Examination | 15 August 2005 |
| Series 7 | General Securities Representative Examination | 4 August 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- David Jonathan Lieberman
- CRD
- 2915782
- Registration status
- Investment adviser registration
- Office
- 10 WILSEY SQUARE, SUITE 200, Ridgewood, NJ 07450
- 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
Advisors Capital identifies David Lieberman as a partner and managing director on its Management Committee. Before joining, he founded companies including BookRags and later advised technology, education and product companies. Official firm biography
Education
- He earned a BA in economics from Brandeis University and an MBA in finance from the Yale School of Management.Official firm biography
Common questions
Where does David Lieberman work?
David Lieberman has been Managing Member of Advisors Capital Management, LLC since June 2005.
Is David Lieberman a financial advisor?
Yes. David Lieberman has a current investment-adviser registration in New Jersey, through Advisors Capital Management since March 2013, as of 17 October 2026.
How many years of experience does David Lieberman have?
David Lieberman has worked in the financial industry for 16 years as of 17 October 2026, counted from 20 July 2010, across 1 adviser firm.
What exams has David Lieberman passed?
David Lieberman has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 2005.
Where is David Lieberman based?
David Lieberman’s registered office is in Ridgewood, NJ.
Leadership at Advisors Capital Management
- Steven WeissSenior Counsel and Chief Compliance Officer
- Joanne FeeneyManaging Member
- Kevin KernManaging Member
- Charles LiebermanManaging Member, Chief Investment Officer
- Michael LiebermanManaging Member
- Jeremy LiebermanManaging Member
- Kevin StraussManaging Member