Colleen Marie Ambrose
Investment adviser representative at Capital Client Group, Inc.
18 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
18 years in the industry.
- Capital Client Group, Inc.Nov 2019 to now
- American FundsNov 2019 to now
- UnemployedMay 2019 to Nov 2019
- Bank of AmericaJan 2019 to May 2019
- UnemployedMar 2018 to Jan 2019
- American Century InvestmentsSep 2008 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1652596
- Firm CRD
- 6247