Elena M Peerson
Investment adviser representative at Capital Client Group, Inc.
11 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
11 years in the industry.
- Capital Client Group, Inc.May 2022 to now
- Capital Group - American Funds Distributors, Inc.Apr 2022 to now
- Hub International / Global Retirement PartnersSep 2018 to Apr 2022
- Washington Financial Group / LPL Financial, LLCSep 2018 to Apr 2022
- Massachusetts Mutual Life Insurance Co. / MML Distributors, LLCJun 2017 to Aug 2018
- Morgan StanleyJan 2016 to May 2017
- Founding Farmers DcJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
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
- 6588711
- Firm CRD
- 6247