Wyatt
Smith
Cg Advisory Services
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About this Advisor
Wyatt Smith is a financial advisor based in Haslett, Michigan. Smith is an employee of Cg Advisory Services. During their career, the advisor has held roles at Plante Moran Financial Advisors, Western Michigan University Dining, Western Michigan University, Serv-U Success, Macomb Community College, City Of Warren, Cousino High School, Evangelista And Associates and Cg Financial. Smith has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Michigan. Cg Advisory Services is a financial advisory business based out of Haslett, MI. It has offices in 43 locations and a total of 80 employees. It handles $3 billion in total assets among its 16,610 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 16,610 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. However, fees charged by Cg Advisory Services likely include 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
Wyatt Smith Work History
Wyatt has been registered as a financial advisor for 0 years.*
Evangelista And Associates
Cg Financial
Plante Moran Financial Advisors
Western Michigan University Dining
Serv-U Success
Western Michigan University
Macomb Community College
City Of Warren
Cousino High School
*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 Wyatt Smith 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
Traverse City, MI
Haslett, MI
Munising, MI
Ann Arbor, MI
Charlotte, NC
Williamston, MI
Williamston, MI
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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