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Adam Deangelis

28 Years of Experience
Los Angeles, CA
Broker

Adam Deangelis is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 28 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
600 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

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

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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 7 mos
Capital Client Group, INC.Broker
March 2025 - Present · 1 yr 7 mos
Capital Client Group, INC.
March 2025 - Present · 1 yr 7 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

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.
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