Role at Advisors Capital Management
- Title on Schedule A
- Managing Member
- Control
- Kevin Kern is a control person of Advisors Capital Management.
- Ownership
- The filed direct ownership band is 10% to 25%.
- Tenure
- Kevin Kern has held the filed role since December 2002.
The firm
Form ADV filed 8 September 2026
Career on record
Kevin Kern has been registered through Advisors Capital Management since April 2005, and before that through Goldberg Gary Planning Services Inc.
- – present · 21 yearsRidgewood, NJ · Adviser representative · Firm CRD 112266
- Passed Series 65 · 2005
- Goldberg Gary Planning Services Inc– · 3 yearsSuffern, NY · Adviser representative · Firm CRD 110784
- Passed Series 66 · 1999
Registrations and exams
Kevin Kern has a current investment-adviser registration in New Jersey and has passed 2 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| New Jersey | Investment adviser representative | Approved | 27 April 2005 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2005 |
| Series 66 | Uniform Combined State Law Examination | 28 June 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
Individual record
- Full name
- Kevin Gerard Kern
- CRD
- 1364994
- Registration status
- Investment adviser registration
- Office
- 10 WILSEY SQUARE, SUITE 200, Ridgewood, NJ 07450
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
Common questions
Where does Kevin Kern work?
Kevin Kern has been Managing Member of Advisors Capital Management, LLC since December 2002, and is a control person of the firm.
Is Kevin Kern a financial advisor?
Yes. Kevin Kern has a current investment-adviser registration in New Jersey, through Advisors Capital Management since April 2005, as of 17 October 2026.
How many years of experience does Kevin Kern have?
Kevin Kern has worked in the financial industry for 24 years as of 17 October 2026, counted from 9 December 2001, across 2 adviser firms.
What exams has Kevin Kern passed?
Kevin Kern has passed 2 licensing exams: the Series 66 and Series 65. The earliest, the Series 66, was passed in June 1999.
Where did Kevin Kern work before Advisors Capital Management?
Before Advisors Capital Management, Kevin Kern was registered through Goldberg Gary Planning Services Inc, January 2001 to June 2004.
Where is Kevin Kern based?
Kevin Kern’s registered office is in Ridgewood, NJ.
Leadership at Advisors Capital Management
- Steven WeissSenior Counsel and Chief Compliance Officer
- Joanne FeeneyManaging Member
- Charles LiebermanManaging Member, Chief Investment Officer
- Michael LiebermanManaging Member
- David LiebermanManaging Member
- Jeremy LiebermanManaging Member
- Kevin StraussManaging Member