Capital Research & Consulting LLC

Capital Research & Consulting LLC (CRD# 109868) is a financial advisory firm headquartered in Pasadena, CA. They manage $4,876,560,118 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,877
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $68,683,945
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capital Research & Consulting LLC
Showing 1 - 7 of 7 top financial advisors.
1
Krista M. Charvat
CRD#: 7014596
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Krista Charvat (CRD# 7014596) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 2 years of experience in the finance industry.

2
Terrance J. Dunn
CRD#: 5270005
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Terrance Dunn (CRD# 5270005) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 14 years of experience in the finance industry.

3
Steven K. Gissiner
CRD#: 4547832
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Steven Gissiner (CRD# 4547832) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 11 years of experience in the finance industry.

4
Michael D. Haney
CRD#: 4988375
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Michael Haney (CRD# 4988375) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has 1 year of experience in the finance industry.

5
John P. Odell
CRD#: 1908737
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

John Odell (CRD# 1908737) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 29 years of experience in the finance industry. John Odell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gabrielle K. Stapleton
CRD#: 6862824
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Gabrielle Stapleton (CRD# 6862824) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has over 3 years of experience in the finance industry. Gabrielle Stapleton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Daniel B. Watson
CRD#: 6586201
15 S. Raymond Avenue, Suite 200, Pasadena, CA 91105

Daniel Watson (CRD# 6586201) is an Investment Advisor Representative working at Capital Research & Consulting LLC in Pasadena, CA and has 1 year of experience in the finance industry.

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