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Matthew Alexander Palacios

Capital Client Group, Inc.

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About Matthew Alexander Palacios

Matthew Alexander Palacios is a registered representative with Capital Client Group, Inc. and has been in the industry since July 23, 2023. Matthew holds Series 7TO, SIE and Series 63 licenses and is registered in 28 states.

Firm Information

Matthew Palacios 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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Matthew Palacios’s Registration & Firm History

TX

07/24/2023 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 08/12/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Alexander Palacios. Review regulatory record here.
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