AD

Adam Steven Deangelis

27 Years of Experience

Firm Information

Compensation
N/A
Number of Advisors
541 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Capital Client Group, Inc. is compensated by Capital Research and Management Company to cover its expenses. There are no direct fees charged to clients by Capital Client Group, Inc.

Areas of Practice
Estate Planning
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Advisor Information

Office location

Cedar Park, TX

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
March 2025 - Present · 10 mos
Capital Client Group, INC. Broker
March 2025 - Present · 10 mos
Capital Client Group, INC.
March 2025 - Present · 10 mos
Previous Registrations
Franklin Distributors, LLCBroker
July 2024 - March 2025 · 8 mos
Putnam Investment Management, LLC
March 2008 - March 2025 · 17 yrs
Putnam Investment Management, LLC
April 2004 - March 2008 · 3 yrs 11 mos
Putnam Retail Management Limited PartnershipBroker
June 1998 - July 2024 · 26 yrs 1 mo
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Steven Deangelis - Financial Advisor | AdvisorDiscover