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Zachary Trepagnier

Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered 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.

  1. Capital Client Group, Inc.Feb 2026 to now
  2. Capital Group / Capital Client Group, Inc.Oct 2024 to now
  3. UnemployedJul 2024 to Oct 2024
  4. Destination TravelcareJun 2023 to Jul 2024
  5. UnemployedNov 2022 to Jun 2023
  6. CareerstaffAug 2022 to Nov 2022
  7. SnapnurseAug 2021 to Sep 2022
  8. JP Morgan ChaseJul 2020 to Jan 2022
  9. Pf ChangsFeb 2015 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (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
7994850
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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