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Savitri Padmaviti Pai

Capital Group Private Client Services, Inc.

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About Savitri Padmaviti Pai

Savitri Padmaviti Pai is an investment advisor representative associated with Capital Group Private Client Services, Inc. Savitri Pai has over 14 years of experience in the financial services industry. She has a Series 6, 7, 63, and 65 licenses. Savitri Pai is registered in California, Georgia, Illinois, Nevada, New York, and Texas. She previously worked at J.P. Morgan Securities LLC and Ultimus Fund Distributors, LLC.

Firm Information

Savitri Pai 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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Savitri Pai’s Registration & Firm History

CA

07/01/2021 - Present

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

IL

09/24/2010 - 05/14/2019

J.P. MORGAN SECURITIES LLC (Chicago IL)

OH

09/08/2006 - 05/05/2009

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

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Licenses & Designations

IA

Issued 03/04/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2010

Series 7 - General Securities Representative Examination

BC

Issued 09/07/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Savitri Padmaviti Pai.
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