Broderic Charles Schoen
Investment adviser representative at Capital Client Group, Inc.
10 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
10 years in the industry.
- Capital Group/capital Client Group, Inc.Mar 2025 to now
- Capital Client Group, Inc.Jun 2017 to now
- American FundsMay 2017 to Mar 2025
- LPL FinancialAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
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
- 6060867
- Firm CRD
- 6247