Lee Robert Freitag
Investment adviser representative at Capital Client Group, Inc.
34 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
34 years in the industry.
- Capital Client Group, Inc.Aug 2026 to now
- Capital Group / Capital Client Group, Inc.Apr 2026 to now
- Pacific Life / Pacific Direct Distributors, LLCOct 2024 to Feb 2026
- UnemployedDec 2023 to Oct 2024
- Northern Trust Sec.'s, Inc. / Northern Trust BankAug 1992 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5652401
- Firm CRD
- 6247