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Daniel Adam Chodosch

Capital Client Group, Inc.

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About Daniel Adam Chodosch

Daniel Adam Chodosch is an investment advisor representative for Capital Client Group, Inc. Daniel has been in the financial services industry since 2004. Prior to joining Capital Client Group, Inc. Daniel worked for Transamerica Capital, Inc. in Denver, CO, NYLIFE Distributors LLC in Jersey City, NJ, and Fred Alger & Company, Incorporated in New York, NY. Daniel is registered in California, Delaware, Maryland, New Jersey, and Virginia. He holds the Series 7, Series 26, Series 63, and Series 65 licenses.

Firm Information

Daniel Chodosch 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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Daniel Chodosch’s Registration & Firm History

CA

07/07/2014 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CO

03/07/2011 - 01/03/2014

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NJ

08/21/2007 - 01/04/2011

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

NY

09/09/2004 - 08/01/2007

FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/07/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/29/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Adam Chodosch.
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