TrueAdvisor
TrueAdvisor
DC
DC

Dean William Catalano

Capital Group Private Client Services, INC.
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Capital Group Private Client Services, INC.
Compensation
Fee-Only (AUM)
Firm Size
93 advisors
Number of Clients
7,967 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$38.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

333 South Hope Street, 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 Group Private Client Services, INC.
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Capital Bank and Trust Company
September 2018 - July 2021 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
November 2011 - September 2018 · 6 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - September 2018 · 6 yrs 10 mos
Alliancebernstein L.P.
May 2005 - July 2009 · 4 yrs 2 mos
Sanford C. Bernstein & CO., LLCBroker
May 2005 - July 2009 · 4 yrs 2 mos
State Registrations6 states
CAGAILNVNYTX
Advisor
Exams
No exam information available for this advisor.