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Joseph James Bilello

Capital Client Group, Inc.

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About Joseph James Bilello

Joseph James Bilello is a registered representative and investment advisor representative with Capital Client Group, Inc. with over 20 years of experience in the financial services industry. Joseph has held previous positions at Goldman Sachs & Co. LLC, E*TRADE Securities LLC, AllianceBernstein Investments, Inc., and Dreyfus Service Corporation. Joseph has experience with various investment products and services, including stocks, bonds, mutual funds, and variable annuities. Joseph is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Joseph Bilello 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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Joseph Bilello’s Registration & Firm History

NY

09/16/2024 - Present

Capital Client Group, Inc. (New York NY)

NY

10/31/2011 - 05/16/2024

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

02/03/2009 - 11/03/2011

E*TRADE SECURITIES LLC (NEW YORK NY)

NY

04/11/2006 - 12/01/2008

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

NY

02/24/2005 - 03/31/2006

DREYFUS SERVICE CORPORATION (NEW YORK NY)

NY

05/27/1999 - 10/18/2001

DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph James Bilello.
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