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Travis Scott Gilberg

Capital Client Group, Inc.

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About Travis Scott Gilberg

Travis Scott Gilberg is a financial advisor who has been in the industry since 2014. Travis is currently registered with Capital Client Group, Inc. as an investment advisor representative in California. Travis has previously worked at BlackRock Investments, LLC in Boston, MA, Wells Fargo Clearing Services, LLC in San Diego, CA, Fidelity Brokerage Services LLC in Scottsdale, AZ, and Edward Jones in St. Louis, MO. Travis is licensed in California, Massachusetts and New York and holds Series 66, Series 7, and SIE exams.

Firm Information

Travis Gilberg 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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Travis Gilberg’s Registration & Firm History

CA

12/12/2023 - Present

Capital Client Group, Inc. (Los Angeles CA)

MA

06/23/2017 - 12/22/2021

BLACKROCK INVESTMENTS, LLC (BOSTON MA)

CA

02/01/2016 - 06/21/2017

WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)

AZ

02/13/2015 - 02/08/2016

FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)

MO

09/23/2014 - 01/02/2015

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Scott Gilberg.
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