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Emilija Gaubaite

Capital Group Private Client Services, Inc.

New York, NY

CRD 7065487

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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 2026-02-13
NV RA APPROVED 2025-12-10
CA RA APPROVED 2025-12-09
IL RA APPROVED 2025-12-09
TX RA APPROVED 2025-12-09
NY RA APPROVED 2025-11-17
  • GA RA
    APPROVED
    Since 2026-02-13
  • NV RA
    APPROVED
    Since 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-09
  • IL RA
    APPROVED
    Since 2025-12-09
  • TX RA
    APPROVED
    Since 2025-12-09
  • NY RA
    APPROVED
    Since 2025-11-17

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
Fiduciary Trust Company International New York NY 01/2013 06/2018
Family Management Corporation New York NY 07/2018 06/2019
Capital Group / Capital Group Private Client Services, Inc. New York NY 06/2019 Present
  • 01/2013 → 06/2018
    Fiduciary Trust Company International
    New York, NY
  • 07/2018 → 06/2019
    Family Management Corporation
    New York, NY
  • 06/2019 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17
Other Names
  • Emilija Gaubaite
  • Ema Gaubaite

View on SEC IAPD

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