Andrew Micallef, financial advisor Los Angeles CA

Andrew Micallef

CRD Number: 6209667
Current Firm: Capital Group Private Client Services, Inc.

Andrew Micallef (CRD# 6209667) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 8 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 < 1
Capital Bank & Trust Company San Francisco, CA Apr 2019 - Jul 2021 2
Jp Morgan Palo Alto, CA Jun 2013 - Mar 2019 5
Unemployed San Francisco, CA Aug 2012 - Jun 2013 < 1
Ubs London, Jan 2007 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Andrew J. Micallef
Phone Number: 213-486-9200
Registered State(s):
  • CA
  • GA
  • IL
  • NV
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    35,940
    MILLIONS
  • Total Number of Accounts
    8,084
    ACCOUNTS
  • Average Account Value
    $4,445,833
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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