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AR

Aaron M. Robinson

ADVISORS CAPITAL MANAGEMENT
Nashville, TN
Some features on this profile are disabled
CRD#: 6306726
AR

Professional summary

Aaron Michael Robinson, who also goes by Aaron M Robinson, Aaron Robinson, is a registered financial advisor currently at ADVISORS CAPITAL MANAGEMENT, LLC located in Nashville, Tennessee.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aaron has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aaron M Robinson | Aaron Robinson

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 Aaron Michael Robinson'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

September 8, 2021 - Present

ADVISORS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 112266
Nashville, TN
Past

January 18, 2019 - September 9, 2021

ALLIANCEBERNSTEIN L.P.

RIA
CRD#: 108477
Nashville, TN
Past

January 18, 2019 - September 9, 2021

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
Nashville, TN
Past

November 29, 2018 - January 10, 2019

MORGAN STANLEY

RIA
CRD#: 149777
CINCINNATI, OH
Past

October 31, 2018 - January 10, 2019

MORGAN STANLEY

BD
CRD#: 149777
CINCINNATI, OH
Past

March 30, 2017 - September 18, 2018

ETFMG FINANCIAL LLC

BD
CRD#: 284172
Summit, NJ
Past

March 11, 2017 - March 15, 2017

ETFMG FINANCIAL LLC

BD
CRD#: 284172
SUMMIT, NJ
Past

October 28, 2016 - March 31, 2017

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
DENVER, CO
Past

May 22, 2014 - August 9, 2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

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".
AC
ADVISORS CAPITAL MANAGEMENT, LLC
ACM WEALTH | FOREFRONT WEALTH PLANNING AND ASSET MANAGEMENT | BRIDGEVIEW WEALTH | ADVISORS FINANCIAL CENTER, L.L.C. | ADVISORS CAPITAL MANAGMENT, LLC | 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)

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
Tennessee
(9/8/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/29/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/19/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/2014
General Securities Representative Examination

Current Firm

AC
ADVISORS CAPITAL MANAGEMENT, LLC
ACM WEALTH | FOREFRONT WEALTH PLANNING AND ASSET MANAGEMENT | BRIDGEVIEW WEALTH | ADVISORS FINANCIAL CENTER, L.L.C. | ADVISORS CAPITAL MANAGMENT, LLC | 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
87

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts14,670
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.

Company Information

ADVISORS CAPITAL MANAGEMENT, LLC

CRD#: 112266Nashville, TN

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