linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Joseph Ferry

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 David? Claim Your Profile

About David Joseph Ferry

David Joseph Ferry is an Investment Advisor Representative at Capital Group Private Client Services, Inc. located in Los Angeles, California. David has been in the financial industry since 1988. David has a Series 7, Series 63, and Series 65 licenses. His primary focus is providing portfolio management for individuals, businesses, and pooled investment vehicles. David's previous experience includes positions at EMPIRICAL RESEARCH PARTNERS LLC and SANFORD C. BERNSTEIN & CO., LLC.

Firm Information

David Ferry 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.

David Ferry’s Registration & Firm History

CA

07/01/2021 - Present

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

NY

12/03/2003 - 08/01/2011

EMPIRICAL RESEARCH PARTNERS LLC (NEW YORK NY)

NY

12/07/2000 - 08/20/2003

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

03/22/1988 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

Not sure if David Joseph Ferry is right for you?

Licenses & Designations

IA

Issued 12/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joseph Ferry.
Not sure if David Joseph Ferry is right for you?