Steven Joseph Sperry
Investment adviser representative at Capital Client Group, Inc.
15 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
15 years in the industry.
- Capital Client Group, Inc.Jan 2017 to now
- American FundsJan 2017 to now
- American FundsApr 2011 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
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
- 5344348
- Firm CRD
- 6247