JB
JB

Joseph Bilello

23 Years of Experience
Los Angeles, CA
Broker

Joseph Bilello is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 23 years of industry experience. Joseph 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

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.
September 2024 - Present · 1 yr 8 mos
Capital Client Group, INC.
May 2024 - Present · 2 yrs
Capital Client Group, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Goldman Sachs & CO. LLCBroker
October 2011 - May 2024 · 12 yrs 7 mos
E*trade Securities LLCBroker
February 2009 - November 2011 · 2 yrs 9 mos
Alliancebernstein Investments, INC.Broker
April 2006 - December 2008 · 2 yrs 8 mos
Dreyfus Service CorporationBroker
February 2005 - March 2006 · 1 yr 1 mo
Dreyfus Service CorporationBroker
May 1999 - October 2001 · 2 yrs 5 mos
State Registrations2 states
CANY
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.