Travis Scott Gilberg
Investment adviser representative at Capital Client Group, Inc.
10 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
10 years in the industry.
- Capital Client Group, Inc.Dec 2023 to now
- Capital Group Companies / American Funds Distributors, Inc.Dec 2023 to now
- SalesforceJul 2023 to Dec 2023
- UnemployedFeb 2023 to Jun 2023
- CoinbaseJan 2022 to Jan 2023
- Blackrock / Blackrock Investments, LLCJun 2017 to Dec 2021
- Wells Fargo Advisors, LLC / Wells Fargo Clearing Services, LLCJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6277137
- Firm CRD
- 6247