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Scott Paul Szever

Capital Client Group, Inc.

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About Scott Paul Szever

Scott Paul Szever is a financial advisor at Capital Client Group, Inc. with over 20 years of experience in the industry. He is registered in 53 states and the District of Columbia. Scott's previous experience includes roles at ARCHIPELAGO SECURITIES L.L.C., VANGUARD MARKETING CORPORATION, ALLFIRST BROKERAGE CORPORATION, and ROBINSON & ROBINSON, INC. Scott holds the Series 63, Series 7, and Series 24 licenses.

Firm Information

Scott Szever 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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Scott Szever’s Registration & Firm History

CA

04/07/2021 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NY

05/01/2018 - 03/15/2021

ARCHIPELAGO SECURITIES L.L.C. (New York NY)

PA

04/11/2003 - 08/12/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

MD

07/05/2001 - 03/07/2003

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

PA

12/07/1998 - 05/22/2001

ROBINSON & ROBINSON, INC. (ALLENTOWN PA)

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Licenses & Designations

BC

Issued 12/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Paul Szever.
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