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Andrew Joseph Leary

Capital Group Private Client Services, Inc.

Atlanta, GA

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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
NV RA APPROVED 2025-05-09
GA RA APPROVED 2025-05-08
CA RA APPROVED 2025-04-29
IL RA APPROVED 2025-04-29
NY RA APPROVED 2025-04-29
TX RA APPROVED 2025-04-29
  • NV RA
    APPROVED
    Since 2025-05-09
  • GA RA
    APPROVED
    Since 2025-05-08
  • CA RA
    APPROVED
    Since 2025-04-29
  • IL RA
    APPROVED
    Since 2025-04-29
  • NY RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

1230 Peachtree St., Ne, Suite 2300, Atlanta, GA 30309 • 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
Wells Fargo Bank / Wells Fargo Clearing Services, Llc Atlanta GA 01/2011 06/2022
Capital Group / Capital Group Private Client Services, Inc. Atlanta GA 07/2022 Present
  • 01/2011 → 06/2022
    Wells Fargo Bank / Wells Fargo Clearing Services, Llc
    Atlanta, GA
  • 07/2022 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-29
S63 Uniform Securities Agent State Law Examination 2013-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-04-29
  • S63 Uniform Securities Agent State Law Examination
    2013-09-10

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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