MR
CFP
MR
CFP

Matthew Robinson

20 Years of Experience
Los Angeles, CA
Broker

Matthew Robinson is a CFP-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 20 years of industry experience. Matthew 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 2013 - Present · 12 yrs 8 mos
Capital Client Group, INC.Broker
November 2013 - Present · 12 yrs 8 mos
Capital Client Group, INC.
November 2013 - Present · 12 yrs 8 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - October 2013 · 3 yrs 5 mos
Columbia Management Investment Advisers, LLC
May 2010 - October 2013 · 3 yrs 5 mos
Columbia Management Advisors, LLC
August 2005 - May 2010 · 4 yrs 9 mos
Columbia Management Distributors, INC.Broker
August 2005 - May 2010 · 4 yrs 9 mos
AXA Advisors, LLCBroker
March 2005 - July 2005 · 4 mos
State Registrations10 states
CACTGAMAMENHNJNYRIVT
AdvisorBroker

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.
Matthew Robinson - Financial Advisor | TrueAdvisor