Savitri Pai (CRD# 2382083) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 17 years of experience in the finance industry.
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 5619105
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Jul 2021 - Current | 2 |
| Capital Bank & Trust Company | Chicago, IL | Oct 2019 - Jul 2021 | 1 |
| Unemployed | Chicago, IL | May 2019 - Oct 2019 | < 1 |
| J.p. Morgan Chase Private Bank | Chicago, IL | Oct 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- CA
- GA
- IL
- NV
- NY
- TX
-
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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