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Bryan Robert Favilla

Capital Client Group, Inc.

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About Bryan Robert Favilla

Bryan Favilla is a registered Investment Advisor Representative (IAR) with Capital Client Group, Inc. Bryan has been in the financial services industry since 2003 and holds multiple licenses and certifications, including Series 7, Series 24, and Series 26. Bryan previously worked for Delaware Distributors, L.P., Citigroup Global Markets Inc., and Sovereign Securities Corporation, LLC. Bryan provides a variety of financial services to clients, including investment advisory services and recommending affiliate as investment advisor of SMA assets. Bryan is registered in all states of the US except for Wyoming.

Firm Information

Bryan Favilla 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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Bryan Favilla’s Registration & Firm History

CA

04/14/2016 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

PA

11/14/2013 - 03/10/2016

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

10/06/2009 - 11/07/2013

CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)

PA

12/11/2006 - 06/15/2009

SOVEREIGN SECURITIES CORPORATION, LLC (PHILADELPHIA PA)

NJ

09/22/2003 - 12/04/2006

AXA ADVISORS, LLC (MARLTON NJ)

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Licenses & Designations

BOTH

Issued 10/16/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2021

Series 24 - General Securities Principal Examination

BC

Issued 06/17/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Robert Favilla.
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