Mary Katharine Radloff
Investment adviser representative at Capital Client Group, Inc.
13 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
13 years in the industry.
- Capital Client Group, Inc.Jul 2023 to now
- Capital Group / Capital Client Group, Inc.Jul 2023 to now
- Capital Group - American Funds Distributors, Inc.May 2022 to Jul 2023
- Empower Retirement - Gwfs Equities, Inc. / Advised Assets GroupMar 2022 to Apr 2022
- Fidelity Brokerage Services, LLC.May 2013 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State 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
- 5992407
- Firm CRD
- 6247