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Adam John Waclawsky

Capital Client Group, Inc.

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About Adam John Waclawsky

Adam Waclawsky is a financial professional registered with Capital Client Group, Inc. Adam has been in the industry since August 2015 and holds the Series 63 license. Adam is also a Chartered Financial Analyst. Capital Client Group, Inc. provides investment advisory services to individuals and businesses.

Firm Information

Adam Waclawsky is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

As agreed upon in a manner that covers registrant's costs

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Adam Waclawsky’s Registration & Firm History

MA

11/06/2024 - Present

Capital Client Group, Inc. (Wellesley MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam John Waclawsky.
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