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Erica Joan-levy Salvay

Capital Client Group, Inc.

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About Erica Joan-levy Salvay

Erica Salvay is a financial advisor with Capital Client Group, Inc. Erica has been working in the securities industry since October 2014. Erica holds the Series 6, 7TO, and SIE licenses, and is also licensed to sell securities in all 50 states, the District of Columbia, and Puerto Rico. Erica earned the Certified Financial Planner and Chartered Financial Analyst designations. Erica has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Erica's experience includes portfolio management, financial planning, and investment advisory services. Erica is also a bookkeeper for David M. Salvay, M.D., Inc., her husband's ophthalmology practice in Newport Beach, CA.

Firm Information

Erica Salvay 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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Erica Salvay’s Registration & Firm History

CA

08/23/2022 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CA

10/10/2014 - 08/15/2022

PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 01/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erica Joan-levy Salvay.
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