Nathan Zolynsky
Investment adviser representative at Cg Advisory Services
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm assets
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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
13 years in the industry.
- LPL Financial LLCJan 2026 to now
- Cg Advisory ServicesAug 2025 to now
- Evangelista and AssociatesAug 2025 to now
- Mercer Global Advisors Inc.Dec 2022 to Aug 2025
- Vintage Financial Services, LLCMay 2021 to Nov 2022
- Advanced Wealth StrategiesMay 2020 to Aug 2020
- Hantz GroupJun 2018 to Aug 2018
- Central Michigan UniversityAug 2017 to May 2021
- Hantz GroupJun 2017 to Aug 2017
- Livonia Churchill High SchoolSep 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
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
- 6824692
- Firm CRD
- 110929