Mallory Joy Meyer
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.Mar 2025 to now
- Capital Client Group, Inc.Aug 2023 to now
- Capital Group / American Funds Distributors, Inc.Jul 2023 to Mar 2025
- MML Investor Services, LLC / Massmutual Life Ins. Co.Aug 2019 to Jul 2023
- Biodynamic Research CorporationOct 2018 to Aug 2019
- University of Texas - San AntonioSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7254591
- Firm CRD
- 6247