RG
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Robert Greeley

27 Years of Experience
Los Angeles, CA
Broker

Robert Greeley is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 27 years of industry experience. Robert 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

400 S. Hope Street 20th Floor, Los Angeles, CA, 90071

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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.
April 2013 - Present · 13 yrs 3 mos
Capital Client Group, INC.
January 2012 - Present · 14 yrs 6 mos
Capital Client Group, INC.Broker
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Putnam Investment Management, LLC
April 2008 - January 2012 · 3 yrs 9 mos
Putnam Investment Management, LLC
November 2005 - April 2008 · 2 yrs 5 mos
Putnam Retail Management Limited PartnershipBroker
March 1999 - January 2012 · 12 yrs 10 mos
State Registrations19 states
CACOCTFLGAHIILINKSMAMIMNMONCOHPATNTXWA
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.
Robert Greeley - Financial Advisor | TrueAdvisor