Matthew Ryan Ortiz
Investment adviser representative at Capital Client Group, Inc.
10 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
10 years in the industry.
- Capital Group - American Funds Distributors, Inc.Jun 2023 to now
- Capital Client Group, Inc.May 2022 to now
- Capital Group Companies - American Funds Distributors, Inc.Aug 2021 to Jun 2023
- HebJan 2021 to Aug 2021
- Capital Group CompaniesJun 2020 to Aug 2020
- ReebokNov 2017 to May 2020
- Texas State UniversityAug 2016 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7263373
- Firm CRD
- 6247