Cole Michael Kelly
Investment adviser representative at Capital Client Group, Inc.
11 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
11 years in the industry.
- Capital Group / Capital Client Group, Inc.Jul 2023 to now
- Capital Client Group, Inc.Oct 2021 to now
- Capital Group - American Funds Distributors, Inc.Aug 2021 to Jul 2023
- Pacific Life Insurance Co.Nov 2019 to Aug 2021
- UnemployedMay 2019 to Nov 2019
- Pacific Life Insurance Co.Jun 2018 to Aug 2018
- Southwestern UniveristyAug 2015 to May 2019
- Fort Bend TexansMay 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7200055
- Firm CRD
- 6247