Andrew MicallefCRD 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.
Grove Point Advisors, LLC
Awm Capital, LLC
Wedbush Securities Inc.
|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|
Total Assets Under Management35,940MILLIONS
Total Number of Accounts8,084ACCOUNTS
Average Account Value$4,445,833
- A percentage of assets under your management
- 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)
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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