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Scott Gregory Beckerman

Investment adviser representative at Capital Client Group, Inc.
18 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

18 years in the industry.

  1. Capital Group / Capital Client Group, Inc.Apr 2022 to now
  2. Capital Client Group, Inc.Sep 2018 to now
  3. Capital Group / American Funds Distributors, Inc.Aug 2018 to Apr 2022
  4. Lazard Asset ManagementAug 2008 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (CA, CT).

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
5849403
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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