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Glenn Garry Geist

Capital Group Private Client Services, Inc.

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About Glenn Garry Geist

Glenn Garry Geist is an Investment Advisor Representative at Capital Group Private Client Services, Inc. Glenn has been in the industry since 1992. Glenn has Series 7, Series 24, and Series 63 securities licenses. Glenn also has a Series 65 license. Glenn has experience in the financial industry including working with clients such as corporations and individuals. Glenn is registered with the state of California.

Firm Information

Glenn Geist 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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Glenn Geist’s Registration & Firm History

CA

07/01/2021 - Present

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

IL

10/06/2003 - 06/30/2011

JMP SECURITIES LLC (CHICAGO IL)

CA

05/09/2002 - 05/06/2003

JEFFERIES/QUARTERDECK, LLC (LOS ANGELES CA)

NY

06/09/1998 - 04/04/2003

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

01/01/1994 - 06/30/1998

LEHMAN BROTHERS INC. (NEW YORK NY)

MA

10/11/1992 - 12/06/1993

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NA

01/19/1983 - 08/20/1990

PRESCOTT, BALL & TURBEN, INC.

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Licenses & Designations

IA

Issued 01/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/14/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Garry Geist.
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