Massimigliano Sasso (CRD# 2747297) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Jul 2021 - Current | 2 |
| Capital Bank & Trust Company | San Francisco, CA | Aug 2019 - Jul 2021 | 1 |
| City National Rochdale | San Francisco, CA | Jan 1997 - Jun 2019 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- CA
- GA
- IL
- NV
- NY
- TX
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Total Assets Under Management34,013MILLIONS
-
Total Number of Accounts10,998ACCOUNTS
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Average Account Value$3,092,659
- 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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