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Matthew Christopher Rush

Capital Client Group, Inc.

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About Matthew Christopher Rush

Matthew Rush is a financial advisor with Capital Client Group, Inc. Matthew has been in the financial services industry since 1998. Matthew is registered to provide investment advice in Indiana and has Series 7, 52, 63 and 65 licenses. Matthew has been registered with Capital Client Group, Inc. since 2013. Prior to that, Matthew was registered with CCO Investment Services Corp., Charter One Securities, Inc., Citigroup Global Markets Inc. and H&R Block Financial Advisors, Inc. Matthew's office is located in Carmel, Indiana.

Firm Information

Matthew Rush 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 Rush’s Registration & Firm History

IN

09/12/2013 - Present

Capital Client Group, Inc. (CARMEL IN)

IN

12/01/2005 - 04/05/2006

CCO INVESTMENT SERVICES CORP. (CARMEL IN)

OH

02/04/2005 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

NY

03/02/2001 - 09/28/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

MI

08/22/1997 - 03/08/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 09/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/21/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Christopher Rush.
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