CW
CW

Collin Weir

21 Years of Experience
Los Angeles, CA
Broker

Collin Weir is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 21 years of industry experience. Collin 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.
November 2024 - Present · 1 yr 8 mos
Capital Client Group, INC.
November 2024 - Present · 1 yr 8 mos
Capital Client Group, INC.Broker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley
August 2017 - November 2024 · 7 yrs 3 mos
Morgan StanleyBroker
August 2017 - November 2024 · 7 yrs 3 mos
Eaton Vance Management
June 2012 - June 2017 · 5 yrs
Eaton Vance Distributors, INC.Broker
June 2012 - June 2017 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - April 2012 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2005 - April 2012 · 6 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2003 - July 2004 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2003 - July 2004 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Collin Weir - Financial Advisor | TrueAdvisor