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James Isaac Robelotto

Capital Client Group, Inc.

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About James Isaac Robelotto

James Isaac Robelotto is a financial advisor registered with the state of California. James is an investment advisor representative at Capital Client Group, Inc., a firm with 655 investment advisor representatives and 118 licensed agents, according to the SEC's Investment Advisor Public Disclosure database. James's profile shows that James has been in the industry since 2014. James currently holds a Series 7TO license, Series 66 license, and a SIE license.

Firm Information

James Robelotto 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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James Robelotto’s Registration & Firm History

CA

06/28/2024 - Present

Capital Client Group, Inc. (Los Angeles CA)

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Licenses & Designations

BOTH

Issued 06/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Isaac Robelotto.
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