Leonard Daniel Gilroy-solano
Investment adviser representative at Cg Advisory Services
21 yearsExperience
1 stateRegistered 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.
- Cg Advisory ServicesJun 2026 to now
- The Patriot Financial Group, LLCMar 2021 to now
- Sterlng Endeavor Weatlh ManagementJan 2021 to now
- Various Insurance Carriers`Jun 2004 to now
- Cetera Financial Specialists LLCDec 2022 to Dec 2025
- Securities America AdvisorsMay 2019 to Dec 2022
- Securities America, Inc.May 2019 to Dec 2022
- Wells Fargo Clearing Services, LLCNov 2016 to May 2019
- Wells Fargo Advisors LLCDec 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
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
- 4792612
- Firm CRD
- 110929