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Matthew Mcvay Robinson

Capital Client Group, Inc.

Los Angeles, CA

Riverside, CT

CRD 4899482

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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
CT RA APPROVED 2026-08-26
CA RA APPROVED 2013-11-07
  • CT RA
    APPROVED
    Since 2026-08-26
  • CA RA
    APPROVED
    Since 2013-11-07

Branch Locations

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

Riverside, CT • 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 11/2013 04/2021
Capital Group / Capital Client Group, Inc. Los Angeles CA 04/2021 Present
  • 11/2013 → 04/2021
    Capital Group / American Funds Distributors, Inc.
    Los Angeles, CA
  • 04/2021 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-17
  • S66 Uniform Combined State Law Examination
    2005-03-17
Designations
  • Certified Financial Planner
Other Names
  • Matthew M. Robinson
  • Matthew Robinson

View on SEC IAPD

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