Joseph Kanouno
Investment adviser representative at Cg Advisory Services
8 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
8 years in the industry.
- Cg Advisory ServicesMay 2023 to now
- LPL FinancialMay 2023 to now
- Michigan State UniversityAug 2020 to now
- Evangelista & AssociatesMay 2023 to Mar 2024
- Papv, Inc.Jan 2019 to May 2023
- Walled Lake WesternAug 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7737652
- Firm CRD
- 110929