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Dean William Catalano

Capital Group Private Client Services, Inc.

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About Dean William Catalano

Dean William Catalano is a registered investment advisor representative with Capital Group Private Client Services, Inc. Dean has been in the financial services industry since 2005 and has held previous positions at Wells Fargo Clearing Services, LLC and Sanford C. Bernstein & Co., LLC. Dean is licensed to provide investment advice in California, Georgia, Illinois, Nevada, New York, and Texas. Dean's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Dean Catalano 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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Dean Catalano’s Registration & Firm History

CA

07/01/2021 - Present

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

CA

11/17/2011 - 09/18/2018

WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)

CA

05/19/2005 - 07/07/2009

SANFORD C. BERNSTEIN & CO., LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 05/24/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 05/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean William Catalano.
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