Caroline Margaret Truchan

$42.7B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
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

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-14

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