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RIA / WealthAdvisor35 years in industry

SANDRA SHEAROUSE MORELLI

Advisor at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

LOS ANGELES, CA | Atlanta, GA

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Search this name across graphsid dfx:ria:ff802990-72c6-5633-e300-f877ebfb430b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 15, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S65|S63
First exam: Apr 4, 1991
First registration: Dec 15, 2003
Dual registered: no
Other names: SANDRA ANNE SHEAROUSE|SANDRA MORELLI|SANDRA S. MORELLI
IAPD individual key: 1652316

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Independent wealth	Jul 1, 2021	n/a	yes	LOS ANGELES, CA\|Atlanta, GA	Current employment
CAPITAL BANK AND TRUST COMPANY	Asset manager	Jan 19, 2016	Jul 1, 2021	no	IRVINE, CA\|Atlanta, GA	Previous registration
CAPITAL GUARDIAN TRUST COMPANY	Former SEC adviser	Jul 1, 2009	Jan 19, 2016	no	ATLANTA, GA	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Dec 15, 2003	Feb 13, 2009	no	LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL BANK AND TRUST COMPANY	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Jul 1, 2021	Jul 1, 2021	0	Bulk transfer	RIA to new firm
CAPITAL GUARDIAN TRUST COMPANY	CAPITAL BANK AND TRUST COMPANY	Jan 19, 2016	Jan 19, 2016	0	Bulk transfer	Other
ALLIANCEBERNSTEIN L.P.	CAPITAL GUARDIAN TRUST COMPANY	Feb 13, 2009	Jul 1, 2009	138	Firm change	Other

Relationships

Registered with (4)

→ CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.Registered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ CAPITAL BANK AND TRUST COMPANYRegistered adviserregistration: previous registration
Jan 19, 2016 to Jul 1, 2021factForm ADV
→ CAPITAL GUARDIAN TRUST COMPANYRegistered adviserregistration: previous registration
Jul 1, 2009 to Jan 19, 2016factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Dec 15, 2003 to Feb 13, 2009factForm ADV

Dated events

No dated event names this entity yet.