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Adam Deangelis

27 Years of Experience
Broker

Adam Deangelis is a registered investment advisor at Capital Client Group, INC., based in Cedar Park, TX, with 27 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Cedar Park, TX

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History

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 · 1 yr 1 mo
Capital Client Group, INC.Broker
March 2025 - Present · 1 yr 1 mo
Capital Client Group, INC.
March 2025 - Present · 1 yr 1 mo
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.