Andrew Joseph Leary

Capital Group Private Client Services, INC.

9 Years of Experience

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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

1230 Peachtree St., NE, Suite 2300, Atlanta, GA, 30309

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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.

Employment History

Current Registrations

Capital Group Private Client Services, INC.

April 2025 - Present · 10 mos

Previous Registrations

Wells Fargo Clearing Services, LLC

September 2015 - June 2022 · 6 yrs 9 mos

Wells Fargo Clearing Services, LLCBroker

August 2013 - June 2022 · 8 yrs 10 mos

State Registrations6 states

CAGAILNVNYTX

Advisor

Exams

No exam information available for this advisor.