Rachel
Melroy

Capital Group Private Client Services, Inc

CRD#5549021
Investment Advisor
in Los Angeles, CA

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About this Advisor

Rachel Melroy is a financial advisor based in Los Angeles, California, working with Capital Group Private Client Services, Inc. Rachel has previously held positions at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Capital Bank And Trust Company, and Capital Group Private Client Services, Inc. Rachel has passed the Series 63 regulatory exam and is registered to provide services in California, Georgia, Illinois, Nevada, New York, and Texas. Currently, Rachel is part of Capital Group Private Client Services, Inc, which operates out of Los Angeles, California. The firm has 6 offices and 176 employees. The firm manages assets totaling $34.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Capital Group Private Client Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

333 South Hope Street
Los Angeles, CA 90071

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Capital Group Private Client Services, Inc Brokerage Details

Total Assets Under Management

$34,013,068,240

CA Average: $7,578,581,321
Total Number of Employees

176

CA Average: 43
Total Number of Accounts

10,998

CA Average: 3,727
Average Account Size

$3,092,659

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Rachel Melroy Work History

2021 - Present (3 years)

Capital Group Private Client Services, Inc

2016 - 2021 (5 years)

Capital Bank And Trust Company

2009 - 2016 (7 years)

J.P. Morgan Securities Inc

2009 - 2016 (7 years)

Jpmorgan Chase Bank

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Disclosures

Please visit the SEC profile of Rachel Melroy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Group Private Client Services, Inc

Edward Gonzalez
Los Angeles, CA
Amy Foo
Los Angeles, CA
Zornitsa Santiago
Los Angeles, CA
Sarah Rodriguez
San Francisco, CA
Jennifer Cook
Los Angeles, CA
Susannah Emami
Los Angeles, CA
Intcher Bramlett
Los Angeles, CA
Andrew Micallef
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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