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Lee Robert Freitag

Capital Client Group, Inc.

Los Angeles, CA

Elmhurst, IL

Chicago, IL

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-31
  • IL RA
    APPROVED
    Since 2026-08-31

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

Elmhurst, IL • United States

444 W. Lake St., Suite 4600, Chicago, IL 60606 • 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
Northern Trust Sec.'s, Inc. / Northern Trust Bank Chicago IL 08/1992 12/2023
Pacific Life / Pacific Direct Distributors, Llc Chicago IL 10/2024 02/2026
Unemployed Elmhurst IL 12/2023 10/2024
Capital Group / Capital Client Group, Inc. Chicago IL 04/2026 Present
  • 08/1992 → 12/2023
    Northern Trust Sec.'s, Inc. / Northern Trust Bank
    Chicago, IL
  • 10/2024 → 02/2026
    Pacific Life / Pacific Direct Distributors, Llc
    Chicago, IL
  • 12/2023 → 10/2024
    Unemployed
    Elmhurst, IL
  • 04/2026 → Present
    Capital Group / Capital Client Group, Inc.
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-31
S63 Uniform Securities Agent State Law Examination 2009-10-13
  • S66 Uniform Combined State Law Examination
    2026-08-31
  • S63 Uniform Securities Agent State Law Examination
    2009-10-13

View on SEC IAPD

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Other Offices

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WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
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NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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