linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael James Morrissey

Capital Group Private Client Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael James Morrissey

Michael James Morrissey is an Investment Advisor Representative associated with Capital Group Private Client Services, Inc. Michael has been in the industry since 2015. Michael Morrissey has passed the Series 63, Series 7, Series 31 and the SIE exams and the Uniform Investment Adviser Law Examination (Series 65). Capital Group Private Client Services, Inc. manages assets for individuals, corporations, and other businesses, investment companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Michael Morrissey has been registered in the states of California, Georgia, Illinois, Nevada, New York and Texas.

Firm Information

Michael Morrissey is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Morrissey’s Registration & Firm History

CA

07/01/2021 - Present

Capital Group Private Client Services, Inc. (LOS ANGELES CA)

IL

01/27/2015 - 03/22/2018

SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)

Not sure if Michael James Morrissey is right for you?

Licenses & Designations

IA

Issued 02/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2018

Series 31 - Futures Managed Funds Examination

BC

Issued 01/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Morrissey.
Not sure if Michael James Morrissey is right for you?