Anthony Joseph Mazzali
Investment adviser representative at Cg Advisory Services
29 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$4.6BFirm assets
Are you Anthony Joseph Mazzali? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Geneos Wealth Management IncAug 2017 to now
- Cg Advisory ServicesSep 2010 to now
- Cg Financial ServicesOct 2001 to now
- Capital Asset Advisory Services, LLCDec 1997 to now
- Wfg Investments, Inc.May 2015 to Aug 2017
- Capital Asset Insurance ServicesDec 1997 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 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
- 2333739
- Firm CRD
- 110929