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Michael Min-Kai Chen

Capital Group Private Client Services, Inc.

Los Angeles, CA

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Current Employers
Capital Group Private Client Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-16
NV RA APPROVED 2026-01-16
CA RA APPROVED 2026-01-15
IL RA APPROVED 2026-01-15
NY RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • GA RA
    APPROVED
    Since 2026-02-16
  • NV RA
    APPROVED
    Since 2026-01-16
  • CA RA
    APPROVED
    Since 2026-01-15
  • IL RA
    APPROVED
    Since 2026-01-15
  • NY RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

333 S. Hope St., 55Th Fl., Los Angeles, CA 90071 • 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
Suntrust Advisory Services, Inc./ Suntrust Bank Los Angeles CA 05/2017 02/2019
Lourdmurry Beverly Hills CA 01/2013 05/2017
Self Employed Los Angeles CA 02/2019 08/2020
Rvw Wealth, Llc Los Angeles CA 09/2020 07/2022
First Foundation Advisors Irvine CA 07/2022 12/2025
Capital Group / Capital Group Private Client Services, Inc. Los Angeles CA 12/2025 Present
  • 05/2017 → 02/2019
    Suntrust Advisory Services, Inc./ Suntrust Bank
    Los Angeles, CA
  • 01/2013 → 05/2017
    Lourdmurry
    Beverly Hills, CA
  • 02/2019 → 08/2020
    Self Employed
    Los Angeles, CA
  • 09/2020 → 07/2022
    Rvw Wealth, Llc
    Los Angeles, CA
  • 07/2022 → 12/2025
    First Foundation Advisors
    Irvine, CA
  • 12/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-23
  • S65 Uniform Investment Adviser Law Examination
    2011-07-23
Designations
Other Names
  • Mike Chen
  • Mike Min-Kai Chen
  • Michael Chen

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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