Esheeta Sharma
Investment adviser representative at Capital Client Group, Inc.
12 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
12 years in the industry.
- Capital Client Group, Inc.Feb 2025 to now
- Capital Group / Capital Client Group, Inc.Sep 2024 to now
- Mercer Investments LLCJul 2021 to Sep 2024
- Willis Towers WatsonJun 2020 to Aug 2020
- Campbells Soup CompanyMay 2019 to Aug 2019
- University of PittsburghAug 2017 to May 2021
- UnemployedSep 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7982866
- Firm CRD
- 6247