The Capital Group Investment Advisory Services, LLC

The Capital Group Investment Advisory Services, LLC (CRD# 169727) is a financial advisory firm headquartered in Bethesda, MD. They manage $1,182,764,656 in 781 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,183
    MILLION
  • Total Number of Accounts
    781
    ACCOUNTS
  • Average Account Value
    $1,514,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, DE, FL, MD, NH, NY, PA, TX, VA

Financial Advisors at The Capital Group Investment Advisory Services, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Paul J. Cook
CRD#: 2945801
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Paul Cook (CRD# 2945801) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 20 years of experience in the finance industry.

2
Robert H. Hannan
CRD#: 4712542
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Robert Hannan (CRD# 4712542) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 19 years of experience in the finance industry.

3
Christopher M. Staub
CRD#: 4557066
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Christopher Staub (CRD# 4557066) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.

4
Joseph T. Alvarez
CRD#: 7222023
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Joseph Alvarez (CRD# 7222023) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

5
Lewis S. Evans
CRD#: 7489684
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Lewis Evans (CRD# 7489684) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.

6
Eric R. Friedman
CRD#: 6060060
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Eric Friedman (CRD# 6060060) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.

7
Joseph Harkness
CRD#: 7744520
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Joseph Harkness (CRD# 7744520) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

8
Tyler A. Stewart
CRD#: 6218774
6720-b Rockledge Drive, Suite 400, Bethesda, MD 20817

Tyler Stewart (CRD# 6218774) is an Investment Advisor Representative working at The Capital Group Investment Advisory Services, LLC in Bethesda, MD and has over 10 years of experience in the finance industry.

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