Skip to content

Colt Donovan Freitas

Investment adviser representative at Capital Client Group, Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business

Are you Colt Donovan Freitas? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

14 years in the industry.

  1. Capital Client Group, Inc.Sep 2024 to now
  2. University of MemphisJan 2020 to now
  3. Capital Group / American Funds Distributors, Inc.Dec 2022 to Sep 2024
  4. Edward JonesJun 2019 to Nov 2022
  5. Lam ResearchJun 2017 to Jun 2019
  6. United States Marine CorpsJun 2012 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
7127128
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
CallContact this firm