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David Emil Unanue

Investment adviser representative at Capital Client Group, Inc.
13 yearsExperience
1 stateRegistered 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

13 years in the industry.

  1. Capital Group/capital Client Group, Inc.Jan 2026 to now
  2. Capital Client Group, Inc.Jun 2013 to now
  3. Capital Group Companies - American FundsOct 2020 to Jan 2026
  4. American FundsJun 2013 to Oct 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2019

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
5270397
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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