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Charles Schroeder Boardman

Capital Group Private Client Services, Inc.

New York, NY

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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 2025-07-31
NV RA APPROVED 2025-07-11
CA RA APPROVED 2025-07-10
IL RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-10
NY RA APPROVED 2025-06-12
  • GA RA
    APPROVED
    Since 2025-07-31
  • NV RA
    APPROVED
    Since 2025-07-11
  • CA RA
    APPROVED
    Since 2025-07-10
  • IL RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10
  • NY RA
    APPROVED
    Since 2025-06-12

Branch Locations

399 Park Avenue, 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
Ubs / Ubs Securities, Llc New York NY 11/2021 03/2023
Jpmorgan Chase & Co. New York NY 06/2017 11/2021
Lake Champlain Transportation Company Burlington VT 06/2011 10/2016
Evercore Partners / Evercore Group, Llc New York NY 03/2023 04/2025
Capital Group / Capital Group Private Client Services, Inc. New York NY 04/2025 Present
Unemployed Burlington VT 10/2016 06/2017
  • 11/2021 → 03/2023
    Ubs / Ubs Securities, Llc
    New York, NY
  • 06/2017 → 11/2021
    Jpmorgan Chase & Co.
    New York, NY
  • 06/2011 → 10/2016
    Lake Champlain Transportation Company
    Burlington, VT
  • 03/2023 → 04/2025
    Evercore Partners / Evercore Group, Llc
    New York, NY
  • 04/2025 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
  • 10/2016 → 06/2017
    Unemployed
    Burlington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
S63 Uniform Securities Agent State Law Examination 2022-08-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
  • S63 Uniform Securities Agent State Law Examination
    2022-08-05
Other Names
  • Charlie Boardman
  • Charles Boardman

View on SEC IAPD

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ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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