Collin Weir
Investment adviser representative at Capital Client Group, Inc.
14 yearsExperience
2 statesRegistered in
$0Firm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
14 years in the industry.
- Capital Client Group, Inc.Nov 2024 to now
- Capital Group / Capital Client Group, Inc.Oct 2024 to now
- Morgan Stanley / Morgan Stanley Private Bank, N.AJul 2017 to Oct 2024
- UnemployedMay 2017 to Jul 2017
- Eaton Vance Management / Eaton Vance Distributors, Inc.Jun 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
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
- 4645650
- Firm CRD
- 6247