Kenneth Patrick Evangelista
Investment adviser representative at Cg Advisory Services
21 yearsExperience
2 statesRegistered in
$4.6BFirm assets
20 yearsFirm in business
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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
21 years in the industry.
- LPL Financial LLCApr 2023 to now
- Cg Advisory ServicesJan 2011 to now
- Capital Asset Advisory Services, LLCJan 2006 to now
- Wealth Advisory GroupOct 2005 to now
- Geneos Wealth Management, Inc.Sep 2017 to Apr 2023
- Wfg Investments, IncMay 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 2747013
- Firm CRD
- 110929