Ashley Elise Musselman
Investment adviser representative at Cg Advisory Services
12 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
12 years in the industry.
- Cg Advisory ServicesMar 2022 to now
- Capital Asset Advisory Services - dba Cg Financial ServicesFeb 2022 to now
- LPL Financial LLCJun 2020 to Feb 2022
- Commonwealth Financial NetworkNov 2019 to Jun 2020
- J.P. Morgan Securities LLCJul 2014 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
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
- 5751217
- Firm CRD
- 110929