ES
CFA · CFP
ES
CFA · CFP

Erica Salvay

11 Years of Experience
Los Angeles, CA
Broker

Erica Salvay is a CFA, CFP-designated registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 11 years of industry experience. Erica 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.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Erica works as a bookkeeper for her husband's ophthalmology practice, assisting with employee issues, depositing checks, and scanning receipts. This requires a few hours per week.

Employment History
Current Registrations
Capital Client Group, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Capital Client Group, INC.
August 2022 - Present · 3 yrs 9 mos
Capital Client Group, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Payden & Rygel DistributorsBroker
October 2014 - August 2022 · 7 yrs 10 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.
Erica Salvay - Financial Advisor | TrueAdvisor