TrueAdvisor
TrueAdvisor
AM
CFP · ChFC
AM
CFP · ChFC

Anthony Joseph Mazzali

Cg Advisory Services
32 Years of Experience
4 DisclosuresMay Earn CommissionSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Cg Advisory Services
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000

Location

148 E Grand River Ave., Williamston, MI, 48895

Get directions

History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2011
Final
Customer Dispute
November 2002
Settled
Regulatory
September 1999
Final
Customer Dispute
January 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is involved in several businesses, including Capital Asset Advisory Services, CG Tax & Accounting, CG Financial Service, Shorty II Woodworks, Crooked Foot Upland Bird & Game Hunting Inc, Northstar Acquisitions, Inc, and CGFS Real Estate Holdings, LLC. He also works with Capital Asset Insurance Services, Wealth Advisory Group Insurance Agency, and TCG Insurance Agency as an independent representative for various insurance carriers.

Employment History
Current Registrations
Cg Advisory Services
September 2010 - Present · 15 yrs 5 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
August 2017 - March 2018 · 7 mos
Wfg Investments, INC.Broker
May 2015 - August 2017 · 2 yrs 3 mos
Invest Financial Corporation
February 2010 - February 2011 · 1 yr
Invest Financial CorporationBroker
February 2009 - May 2015 · 6 yrs 3 mos
Royal Alliance Associates, INC.Broker
October 2001 - February 2009 · 7 yrs 4 mos
Vestax Securities CorporationBroker
December 1997 - November 2001 · 3 yrs 11 mos
Concord Brokerage Services, INC.Broker
October 1997 - December 1997 · 2 mos
American Express Financial Advisors INC.Broker
June 1993 - October 1997 · 4 yrs 4 mos
Ids Life Insurance CompanyBroker
June 1993 - October 1997 · 4 yrs 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.