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Michael Edmond Schmid

Capital Group Private Client Services, Inc.

Los Angeles, CA

CRD 1533658

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Employer firm

Capital Group Private Client Services, Inc. CRD 312837

$42.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Capital Group Private Client Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-30
CA RA APPROVED 2021-07-01
GA RA APPROVED 2021-07-01
IL RA APPROVED 2021-07-01
NV RA APPROVED 2021-07-01
TX RA APPROVED 2021-07-01
  • NY RA
    APPROVED
    Since 2021-07-30
  • CA RA
    APPROVED
    Since 2021-07-01
  • GA RA
    APPROVED
    Since 2021-07-01
  • IL RA
    APPROVED
    Since 2021-07-01
  • NV RA
    APPROVED
    Since 2021-07-01
  • TX RA
    APPROVED
    Since 2021-07-01

Branch Locations

333 South Hope Street, Los Angeles, CA 90071 • 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
Capital Bank & Trust Company Los Angeles CA 05/2011 07/2021
Capital Group Private Client Services, Inc. Los Angeles CA 07/2021 Present
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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