CG Advisory Services Information and Disclosures
CG Advisory Services appreciates your interest in learning about our firm, our background, and our process.
Advisor ADV Part 2B Forms
- Richard Adams ADV Part 2B
- Tony Bagneschi ADV Part 2B
- Austin Brown ADV Part 2B
- Jeff Casey ADV Part 2B
- Jon Cohen ADV Part 2B
- Alex Denno ADV Part 2B
- Tom Doran ADV Part 2B
- Grant Dunatchik ADV Part 2B
- Ken Evangelista ADV Part 2B
- Eric Fritz ADV Part 2B
- Alexandria Fulton ADV Part 2B
- Ken Klein ADV Part 2B
- Adam Lesperance ADV Part 2B
- Anthony Mazzali ADV Part 2B
- Ashley Musselman ADV Part 2B
- Matt O'Neil ADV Part 2B
- Scott Palomaki ADV Part 2B
- Mark Parker ADV Part 2B
- Nathan Pesch ADV Part 2B
- Parke Petersen ADV Part 2B
- Dave Robinson ADV Part 2B
- Jeff Roman ADV Part 2B
- Nicholas Schafer ADV Part 2B
- Nathan Traxler ADV Part 2B
- Christian Whitehead ADV Part 2B
- Josiah Whitten ADV Part 2
Important Disclosures
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.
Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Jonathan Cohen is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.
You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.
We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NJ, NC, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, and WI. This is not an offer to sell securities in any other state or jurisdiction.