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Brandon Ross Cuellar

Capital Client Group, Inc.

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About Brandon Ross Cuellar

Brandon Ross Cuellar is a registered investment advisor representative with Capital Client Group, Inc. based in Austin, Texas. Brandon Cuellar has been in the industry since 2006. Brandon Cuellar has been with Capital Client Group, Inc. since 2024, but has previously worked for Fidelity Investments Institutional Services Company, Inc., Wells Fargo Investments, LLC, and Edward Jones. Brandon Cuellar is registered in multiple states and has a wide range of experience, making them a valuable asset to the Capital Client Group, Inc. team.

Firm Information

Brandon Cuellar 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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Brandon Cuellar’s Registration & Firm History

TX

10/23/2024 - Present

Capital Client Group, Inc. (Austin TX)

TX

08/02/2010 - 05/23/2017

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

NM

06/19/2009 - 07/06/2010

WELLS FARGO INVESTMENTS, LLC (SILVER CITY NM)

NM

04/09/2007 - 06/12/2009

EDWARD JONES (HOBBS NM)

NM

08/01/2006 - 01/05/2007

WELLS FARGO INVESTMENTS, LLC (LAS CRUCES NM)

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Licenses & Designations

BOTH

Issued 09/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandon Ross Cuellar. Review regulatory record here.
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