Michael Thomas Gillespie
Investment adviser representative at Cg Advisory Services
16 yearsExperience
4 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
16 years in the industry.
- Cg Advisory ServicesMar 2025 to now
- Cg Financial ServicesMar 2025 to now
- Mps Loria Financial Planners, LLCMar 2021 to Mar 2025
- Loria Financial Group, LLCMar 2021 to Sep 2023
- Pershing Advisor Solutions LLCApr 2020 to Mar 2021
- TD Ameritrade, IncJul 2010 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, 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
- 4434046
- Firm CRD
- 110929