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Inactive

Caroline Margaret Truchan

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 2026-06-03
IL RA APPROVED 2026-04-07
CA RA APPROVED 2026-04-06
NV RA APPROVED 2026-04-06
NY RA APPROVED 2026-04-06
TX RA APPROVED 2026-04-06
  • GA RA
    APPROVED
    Since 2026-06-03
  • IL RA
    APPROVED
    Since 2026-04-07
  • CA RA
    APPROVED
    Since 2026-04-06
  • NV RA
    APPROVED
    Since 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06
  • TX RA
    APPROVED
    Since 2026-04-06

Branch Locations

399 Park Avenue, 34Th Floor, 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
Rags Edgartown MA 06/2016 08/2019
Amazon Hingham MA 05/2020 09/2020
Assembly Hingham MA 05/2021 01/2022
Gettysburg College Gettysburg PA 08/2018 05/2022
Fidelity Investments/Fidelity Brokerage Svcs. Llc/Strategic Adv. New York NY 06/2022 03/2026
Capital Group / Capital Group Private Client Services, Inc. New York NY 03/2026 Present
  • 06/2016 → 08/2019
    Rags
    Edgartown, MA
  • 05/2020 → 09/2020
    Amazon
    Hingham, MA
  • 05/2021 → 01/2022
    Assembly
    Hingham, MA
  • 08/2018 → 05/2022
    Gettysburg College
    Gettysburg, PA
  • 06/2022 → 03/2026
    Fidelity Investments/Fidelity Brokerage Svcs. Llc/Strategic Adv.
    New York, NY
  • 03/2026 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    New York, NY
Previous Registrations
  • 2025-03-31 → 2026-03-19
    Strategic Advisers Llc
    New York, NY
    New York, NY
    New York, NY
    Boston, MA
  • 2024-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-14
  • S66 Uniform Combined State Law Examination
    2023-01-14

View on SEC IAPD

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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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