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Joseph James Bilello

Capital Client Group, Inc.

Los Angeles, CA

New York, NY

CRD 3114072

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Employer firm

Capital Client Group, Inc. CRD 6247

Reported services (Item 5G)

  • RECOMMENDING AFFILIATE AS INVESTMENT ADVISER OF SMA ASSETS

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-16
  • CA RA
    APPROVED
    Since 2024-09-16

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

New York, NY • 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
Capital Group / American Funds Distributors, Inc. Los Angeles CA 05/2024 Present
Goldman Sachs Asset Management New York NY 10/2011 04/2024
  • 05/2024 → Present
    Capital Group / American Funds Distributors, Inc.
    Los Angeles, CA
  • 10/2011 → 04/2024
    Goldman Sachs Asset Management
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
S63 Uniform Securities Agent State Law Examination 2006-01-27
  • S66 Uniform Combined State Law Examination
    2024-09-16
  • S63 Uniform Securities Agent State Law Examination
    2006-01-27
Other Names
  • Joe Bilello

View on SEC IAPD

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