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Maria Karahalis

Capital Client Group, Inc.

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About Maria Karahalis

Maria Karahalis is a financial advisor currently registered with Capital Client Group, Inc., based in New York, NY. Maria has over 30 years of experience in the financial services industry. Maria previously worked at Goldman, Sachs & Co. and Morgan Stanley & Co., Incorporated, both in New York, NY. Maria holds several licenses and certifications, including Series 7, 24, 63, 87 and SIE. Maria is also a Chartered Financial Analyst. Maria specializes in providing advisory services to Capital Research and Management Company, a registered investment advisor affiliate of American Funds Distributors, Inc.

Firm Information

Maria Karahalis 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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Maria Karahalis’s Registration & Firm History

NY

08/16/2024 - Present

Capital Client Group, Inc. (New York NY)

NY

08/23/1995 - 02/01/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

11/01/1990 - 08/14/1995

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Karahalis.
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