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Maria Fernanda Ferreras

Capital Group Private Client Services, Inc.

New York, NY

CRD 6348592

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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 2025-07-17
CA RA APPROVED 2025-05-06
IL RA APPROVED 2025-05-06
NV RA APPROVED 2025-05-06
TX RA APPROVED 2025-05-06
NY RA APPROVED 2025-05-05
  • GA RA
    APPROVED
    Since 2025-07-17
  • CA RA
    APPROVED
    Since 2025-05-06
  • IL RA
    APPROVED
    Since 2025-05-06
  • NV RA
    APPROVED
    Since 2025-05-06
  • TX RA
    APPROVED
    Since 2025-05-06
  • NY RA
    APPROVED
    Since 2025-05-05

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
Jpmorgan Chase & Co. / Jpmorgan Securities, Llc. New York NY 09/2016 12/2024
Unemployed Santo Domingo 05/2016 09/2016
Capital Group / Capital Group Private Client Services, Inc. New York NY 03/2025 Present
  • 09/2016 → 12/2024
    Jpmorgan Chase & Co. / Jpmorgan Securities, Llc.
    New York, NY
  • 05/2016 → 09/2016
    Unemployed
    Santo Domingo
  • 03/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-05
S63 Uniform Securities Agent State Law Examination 2018-01-22
  • S65 Uniform Investment Adviser Law Examination
    2025-05-05
  • S63 Uniform Securities Agent State Law Examination
    2018-01-22

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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