Kelly Huang
Investment Adviser Representative at Capital Client Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Huang is an investment adviser representative with Capital Client Group, Inc. in Los Angeles, CA, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 288
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
7 states and territories
Alabama, California, Florida, Georgia, North Carolina, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital Group / American Funds Distributors, Inc.Aug 2022 – May 2023San Antonio, TX
- Kumon Math And Reading CenterJan 2016 – Feb 2017Temple City, CA
- Maranatha High SchoolAug 2014 – Jun 2018Pasadena, CA
- Amherst CollegeJun 2022 – Jul 2022Amherst, MA
- Amherst CollegeJun 2019 – Aug 2019Amherst, MA
- Amherst CollegeJul 2019 – May 2020Amherst, MA
- Amherst CollegeSep 2019 – May 2022Amherst, MA
- Amherst CollegeFeb 2020 – May 2021Amherst, MA
- Amherst CollegeJun 2020 – Aug 2020Amherst, MA
- Amherst CollegeJun 2021 – Aug 2021Amherst, MA
- Amherst CollegeSep 2021 – May 2022Amherst, MA
- Amherst CollegeSep 2021 – May 2022Amherst, MA
- UnemployedJun 2018 – Jun 2019Amherst, MA
- Capital Group - American Funds Distributors, Inc.May 2023 – Oct 2023San Antonio, TX
- Capital Group - American Funds Distributors, Inc.Oct 2023 – Apr 2026San Antonio, TX
- Capital Group/Capital Client Group, Inc.Apr 2026 – no end date reportedLos Angeles, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Client Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Huang has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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