GW
GW

George Wolf

11 Years of Experience
New York, NY
Broker

George Wolf is a registered investment advisor at Capital Client Group, INC., based in New York, NY, with 11 years of industry experience. George 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

399 Park Ave., 39th Floor, New York, NY, 10022

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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.
May 2024 - Present · 2 yrs
Capital Client Group, INC.
April 2024 - Present · 2 yrs 1 mo
Capital Client Group, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Blackrock Investment Management, LLC
February 2015 - January 2024 · 8 yrs 11 mos
Blackrock Investments, LLCBroker
December 2013 - January 2024 · 10 yrs 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.