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Sean Thomas Rourke

Capital Group Private Client Services, Inc.

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About Sean Thomas Rourke

Sean Thomas Rourke is a financial advisor with Capital Group Private Client Services, Inc. Sean has been in the financial industry for over 20 years and has a broad range of experience in helping individuals and families with their financial planning needs. Sean's expertise includes portfolio management, investment planning, and retirement planning.

Firm Information

Sean Rourke 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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Sean Rourke’s Registration & Firm History

CA

10/25/2022 - Present

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

CA

09/23/2019 - 05/20/2022

BNY MELLON SECURITIES CORPORATION (LOS ANGELES CA)

CA

10/23/2006 - 10/04/2017

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

CA

03/08/2004 - 09/29/2006

UST SECURITIES CORP. (LOS ANGELES CA)

NY

03/07/2002 - 06/10/2003

BNY INVESTMENT CENTER INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Thomas Rourke.
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