Katherine Abbott
Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
Are you Katherine Abbott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
11 years in the industry.
- Capital Client Group, Inc.Jan 2025 to now
- Capital Group / Capital Client Group, Inc.Jan 2025 to now
- Bondbloxx Investment Management, Llc/foreside Fund Services, LLCJul 2023 to Nov 2024
- Blackrock Investments, LLC / Blackrock Investment Mgmt, LLCAug 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
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
- 5907876
- Firm CRD
- 6247