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Matthew Mcvay Robinson

Capital Client Group, Inc.

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About Matthew Mcvay Robinson

Matthew Mcvay Robinson is a financial advisor registered with Capital Client Group, Inc., in Los Angeles, California. Matthew has been in the financial industry since 2005. Matthew has the following licenses: Series 66, Series 24, Series 26, SIE and Series 7. Matthew is also a Certified Financial Planner.

Firm Information

Matthew Robinson 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 Robinson’s Registration & Firm History

CA

11/07/2013 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

MA

05/01/2010 - 10/29/2013

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

08/03/2005 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

NY

03/04/2005 - 07/13/2005

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2021

Series 24 - General Securities Principal Examination

BC

Issued 03/27/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Mcvay Robinson.
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