Mariella Ann Caruso
Investment adviser representative at Capital Group Private Client Services, Inc.
12 yearsExperience
5 statesRegistered in
$48.4BFirm assets
5 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.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Capital Group Private Client Services, Inc.May 2026 to now
- Capital Group / Capital Group Private Client Services, Inc.Oct 2024 to now
- UnemployedMay 2024 to Oct 2024
- Ieq Capital, LLCSep 2023 to May 2024
- Adviceperiod / Mariner Wealth AdvisorsSep 2021 to Aug 2023
- D.A. Davidson & Co.Jun 2021 to Aug 2021
- Self-employedSep 2020 to Jun 2021
- Pure BarreDec 2019 to Mar 2020
- Fork and SaladSep 2019 to Mar 2020
- Chapman UniversitySep 2018 to Dec 2021
- Topside Bar & GrillJun 2018 to Sep 2019
- Bellarmine Preparatory SchoolJul 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, IL, NV, NY, TX).
Capital Group Private Client Services, Inc.
$48.4BAssets managed
9,843Clients
105Advisers
5 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
- 7395294
- Firm CRD
- 312837