linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bradley Evan Berdow

Capital Group Private Client Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bradley? Claim Your Profile

About Bradley Evan Berdow

Bradley Evan Berdow is a financial advisor with Capital Group Private Client Services, Inc. Bradley is a licensed investment advisor in California, Georgia, Illinois, Nevada, New York and Texas. Bradley has worked in the financial industry for more than 12 years. Bradley specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Bradley Berdow is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bradley Berdow’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

CA

02/24/2017 - 09/13/2019

WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)

CA

08/28/2012 - 06/23/2016

J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)

CA

09/22/2008 - 03/29/2012

BARCLAYS CAPITAL INC. (LOS ANGELES CA)

CA

03/22/2007 - 09/22/2008

LEHMAN BROTHERS INC. (LOS ANGELES CA)

Not sure if Bradley Evan Berdow is right for you?

Licenses & Designations

IA

Issued 03/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bradley Evan Berdow.
Not sure if Bradley Evan Berdow is right for you?