Matthew Kortlander
Financial advisor at Capital Client Group, Inc. · Greensboro, NC
Last updated 2026-10-10
Claim your profileMatthew Kortlander is a financial advisor at Capital Client Group, Inc. in Greensboro, NC, CRD 5975346. Licenses and exams on the registration: Series 66. First registered 2012-10-16.
Registration
- CRD number
- 5975346
- Registration status
- Active
- First registered
- 2012-10-16
- Years of experience
- 13
- States registered
- CA, NC
Licenses and exams
- Series 66
Work history
- 2016-05 to 2022-05 · First Eagle Investment Management / Fef Distributors, LLC · New York, NY
- 2022-05 to 2025-03 · Matthews Intl. Capital Mgmt, Llc/foreside Funds Distrib.'s LLC · San Francisco, CA
- 2025-05 to 2026-07 · Blackrock Investments, Llc/blackrock Investment Management, LLC · New York, NY
- 2026-08 to Present · Capital Group / Capital Client Group, Inc. · Los Angeles, CA
Current employment
- Capital Client Group, Inc. · Los Angeles, CA
Capital Client Group, Inc.
- Registered advisors
- 606
- Offices
- 304
- Clients per advisor
- 0.0 (Low)
Capital Client Group, Inc.: advisors, services and reported ETF investments
What this firm offers
Filed by Capital Client Group, Inc. on Form ADV.
Client services
- Other Advisory Service
Fee options
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Sponsor or GP of Pooled Investment Vehicl
Location
Greensboro, NC
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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