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Nicole Whitney Hultin

Capital Group Private Client Services, Inc.

Chicago, IL

CRD 5940290

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Employer firm

Capital Group Private Client Services, Inc. CRD 312837

$42.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Capital Group Private Client Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-23
CA RA APPROVED 2025-05-30
NV RA APPROVED 2025-05-30
NY RA APPROVED 2025-05-30
TX RA APPROVED 2025-05-30
IL RA APPROVED 2025-05-26
  • GA RA
    APPROVED
    Since 2025-07-23
  • CA RA
    APPROVED
    Since 2025-05-30
  • NV RA
    APPROVED
    Since 2025-05-30
  • NY RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2025-05-30
  • IL RA
    APPROVED
    Since 2025-05-26

Branch Locations

444 W. Lake St., Suite 4600, Chicago, IL 60606 • 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 / Capital Group Private Client Services, Inc. Chicago IL 06/2011 Present
  • 06/2011 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-24

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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