Anthony
Mazzali
Cg Advisory Services
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About this Advisor
Anthony Mazzali is a certified financial planner and chartered financial consultant based out of Haslett, Michigan with a total of 13 years of relevant experience. Mazzali currently works for Cg Advisory Services. Their career trajectory has included roles at Capital Asset Advisory Services, LLC, Capital Asset Insurance Services, Cg Financial Services, Invest Financial Corp, Wfg Investments, Inc and Geneos Wealth Management Inc. Mazzali holds a Series 63 license, designating them as a securities agent, and is able to work in Michigan. Cg Advisory Services is an advisory business based in Haslett, MI. It has offices in 43 locations and a total of 80 advisors. It controls $3 billion in total assets among its 16,610 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 16,610 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cg Advisory Services offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. Fee types billed by Cg Advisory Services likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$2,698,457,681
80
16,610
$162,460
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Anthony Mazzali Work History
Anthony has been registered as a financial advisor for 13 years.*
Geneos Wealth Management Inc
Cg Financial Services
Capital Asset Advisory Services, LLC
Wfg Investments, Inc
Invest Financial Corp
Capital Asset Insurance Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Mazzali to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cg Advisory Services
Haslett, MI
Williamston, MI
Haslett, MI
Williamston, MI
Haslett, MI
Charlotte, NC
Haslett, MI
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
