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Michael Edward Pollgreen

Investment adviser representative at Capital Client Group, Inc.
10 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

10 years in the industry.

  1. Capital Client Group, Inc.May 2025 to now
  2. Capital Group / Capital Client Group, Inc.Apr 2024 to May 2025
  3. American FundsMar 2017 to Apr 2024
  4. Sc Distributors, LLCApr 2016 to Mar 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008

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
5558025
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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