Samuel Dashiell, financial advisor Los Angeles CA

Samuel Dashiell

CRD Number: 6015322
Current Firm: Capital Group Private Client Services, Inc.

Samuel Dashiell (CRD# 6015322) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Group Private Client Services, Inc. Los Angeles, CA Jul 2021 - Current 2
Capital Bank And Trust Company Atlanta, GA Jan 2016 - Jul 2021 5
Capital Guardian Trust Company Palm Beach, FL Jan 2012 - Jan 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Samuel M. Dashiell
Phone Number: 213-486-9200
Registered State(s):
  • CA
  • GA
  • IL
  • NV
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    34,013
    MILLIONS
  • Total Number of Accounts
    10,998
    ACCOUNTS
  • Average Account Value
    $3,092,659
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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