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Sung Pyo Lee

Capital Group Private Client Services, Inc.

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About Sung Pyo Lee

Sung Pyo Lee is an investment advisor representative at Capital Group Private Client Services, Inc. with over 14 years of experience in the financial services industry. Sung Lee has been registered with the Securities and Exchange Commission since 2006. Sung Lee is registered in California, Georgia, Illinois, Nevada, New York and Texas. Sung Lee holds a Series 66, Series 7 and SIE license. Sung Lee has worked for FSC Securities Corporation, CSENGE ADVISORY GROUP, LLC, Capital Bank and Trust Company. Sung Pyo Lee is currently with Capital Group Private Client Services, Inc. in the Los Angeles, CA branch. Capital Group Private Client Services, Inc. is headquartered in Los Angeles, CA and has approximately 60 investment adviser representatives, 1 registered representative, and $38.34 billion in assets under management.

Firm Information

Sung Lee 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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Sung Lee’s Registration & Firm History

CA

07/01/2021 - Present

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

CA

10/18/2007 - 06/11/2015

FSC SECURITIES CORPORATION (NEWPORT BEACH CA)

CA

01/07/2006 - 09/17/2007

MERCER ALLIED COMPANY, L.P. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 02/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sung Pyo Lee.
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