Caroline Margaret Truchan
Investment adviser representative at Capital Group Private Client Services, Inc.
10 yearsExperience
6 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
10 years in the industry.
- Capital Group Private Client Services, Inc.Apr 2026 to now
- Capital Group / Capital Group Private Client Services, Inc.Mar 2026 to now
- Fidelity Investments/fidelity Brokerage Svcs. Llc/strategic Adv.Jun 2022 to Mar 2026
- AssemblyMay 2021 to Jan 2022
- AmazonMay 2020 to Sep 2020
- Gettysburg CollegeAug 2018 to May 2022
- RagsJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, 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
- 7579373
- Firm CRD
- 312837