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Inactive

Massimo Bufalini

Capital Group Private Client Services, Inc.

New York, NY

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-01
IL RA APPROVED 2025-08-29
CA RA APPROVED 2025-08-27
NV RA APPROVED 2025-08-27
NY RA APPROVED 2025-08-26
TX RA APPROVED_RES 2025-08-26
  • GA RA
    APPROVED
    Since 2025-10-01
  • IL RA
    APPROVED
    Since 2025-08-29
  • CA RA
    APPROVED
    Since 2025-08-27
  • NV RA
    APPROVED
    Since 2025-08-27
  • NY RA
    APPROVED
    Since 2025-08-26
  • TX RA
    APPROVED_RES
    Since 2025-08-26

Branch Locations

399 Park Ave., 34Th Fl., New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup / Citigroup Global Markets Inc. New York NY 07/2014 12/2018
Outset Global Trading Limited New York NY 12/2018 12/2021
Bank Of America / Merrill Lynch, Pierce, Fenner & Smith Inc. New York NY 12/2021 07/2025
Capital Group / Capital Group Private Client Services, Inc. New York NY 07/2025 Present
  • 07/2014 → 12/2018
    Citigroup / Citigroup Global Markets Inc.
    New York, NY
  • 12/2018 → 12/2021
    Outset Global Trading Limited
    New York, NY
  • 12/2021 → 07/2025
    Bank Of America / Merrill Lynch, Pierce, Fenner & Smith Inc.
    New York, NY
  • 07/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-08
S63 Uniform Securities Agent State Law Examination 2000-10-16
  • S65 Uniform Investment Adviser Law Examination
    2022-04-08
  • S63 Uniform Securities Agent State Law Examination
    2000-10-16

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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