Best Investors
Account
Sign in
Best Investors
Account
Sign in
Capital Group Private Client Services, Inc. CRD 312837
$42.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
333 South Hope Street, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-04 |
| IL | RA | APPROVED | 2025-03-14 |
| CA | RA | APPROVED | 2025-02-26 |
| NV | RA | APPROVED | 2025-02-26 |
| NY | RA | APPROVED | 2025-02-25 |
| TX | RA | APPROVED | 2025-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch, Pierce, Fenner & Smith Inc. | New York | NY | 07/2002 | 02/2025 |
| Capital Group / Capital Group Private Client Services, Inc. | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-14 |
Reach out to this advisor