Best Investors Account Sign in
Inactive

Melissa Andrizzi-Sobel

Clg LLC

Torrance, CA

Long Beach, CA

CRD 7691995

Claim This Profile
Employer firm

Clg LLC CRD 282605

$1.12B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Clg Llc

4821 E 2Nd Street, Long Beach, CA 90803 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-15
  • CA RA
    APPROVED
    Since 2025-04-15

Branch Locations

21250 Hawthorne Boulevard Suite 560, Torrance, CA 90503 • United States

4821 E 2Nd Street, Long Beach, CA 90803 • 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
Clg Llc Long Beach CA 04/2025 Present
Beach Cities Health District Redondo Beach CA 04/2016 01/2023
Clg Llc Long Beach CA 02/2023 04/2025
  • 04/2025 → Present
    Clg Llc
    Long Beach, CA
  • 04/2016 → 01/2023
    Beach Cities Health District
    Redondo Beach, CA
  • 02/2023 → 04/2025
    Clg Llc
    Long Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-04
  • S65 Uniform Investment Adviser Law Examination
    2025-04-04

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
EP WEALTH ADVISORS

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

More in Torrance, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor