Theodore M. Shediac

ADVISORS CAPITAL MANAGEMENT

CAMBRIDGE, MA 02139

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CRD#: 1870774

Professional summary

Theodore Marcel Shediac JR, who also goes by Ted Shediac, Theodore M Shediac Jr, Theodore Marcel Shediac III, Theodore Shediac, is a registered financial advisor currently at ADVISORS CAPITAL MANAGEMENT, LLC located in Cambridge, Massachusetts.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Theodore has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Shediac | Theodore M Shediac Jr | Theodore Marcel Shediac Iii | Theodore Shediac

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Marcel Shediac JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 9, 2021 - Present

ADVISORS CAPITAL MANAGEMENT, LLC

Office #1: 625 Massachusetts Ave, Cambridge, MA 02139

RIA

CRD#: 112266

CAMBRIDGE, MA

Past

December 20, 2018 - September 7, 2021

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

RIA

CRD#: 170442

PORTSMOUTH, NH

Past

October 29, 1999 - January 9, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 13, 1996 - November 22, 1999

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, NY

Past

February 4, 1994 - July 10, 1996

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

May 26, 1992 - February 16, 1994

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

December 10, 1990 - June 2, 1992

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

January 5, 1989 - December 21, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

September 20, 1988 - January 11, 1989

MORGAN STANLEY DW INC.

CRD#: 7556

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVISORS CAPITAL MANAGEMENT, LLC

CRD#: 112266 / SEC#: 801-62058

RIA

Registered Investment Advisory firm - (5/16/2003 Approved)

Connecticut

Registered Investment Advisory firm - (6/24/2003 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

Kentucky

Registered Investment Advisory firm - (6/16/2003 Terminated)

New Jersey

Registered Investment Advisory firm - (6/18/2003 Terminated)

New York

Registered Investment Advisory firm - (6/18/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(8/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/30/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1988

General Securities Representative Examination

Current Firm

ADVISORS CAPITAL MANAGEMENT, LLC

CRD#: 112266 / SEC#: 801-62058

RIA

Registered Investment Advisory firm - (5/16/2003 Approved)

Connecticut

Registered Investment Advisory firm - (6/24/2003 Terminated)

Florida

Registered Investment Advisory firm - (12/31/2002 Failure to Renew)

Kentucky

Registered Investment Advisory firm - (6/16/2003 Terminated)

New Jersey

Registered Investment Advisory firm - (6/18/2003 Terminated)

New York

Registered Investment Advisory firm - (6/18/2003 Terminated)

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Contact information

Main Address

10 Wilsey Square Suite 200, Ridgewood, NJ 07450

Mailing Address

Phone number

(201) 447-3400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVISORS CAPITAL PART 2A DISCLOSURE BROCHURE (3/31/2025)

ACM WEALTH DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	14,670
AUM (Assets Under Management)	$ 9,470,063,452

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Theodore M. Shediac

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Marcel Shediac JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

GLEACHER & COMPANY SECURITIES, INC.

JANNEY MONTGOMERY SCOTT LLC

TUCKER ANTHONY INCORPORATED

J.P. MORGAN SECURITIES LLC

LEHMAN BROTHERS INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

ADVISORS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2018

Series 63

Date: 10/4/1988

Series 7

Date: 9/17/1988

Current Firm

ADVISORS CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISORS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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