Elijah J Richardson
Investment adviser representative at Cg Advisory Services
14 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
14 years in the industry.
- Cg Advisory ServicesNov 2022 to now
- Cg Advisory Services dba Cg FinancialJun 2022 to now
- Cg Financial ServicesMay 2021 to Jun 2022
- Jackson NationalMay 2019 to Apr 2021
- Michigan State UniversityJun 2018 to May 2022
- Williamston High SchoolAug 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7390896
- Firm CRD
- 110929