Managing Member · CG Advisory Services
Jeffrey J. Casey
CRD 3040426 · Named on Form ADV at one SEC-registered adviser
At a glance
CG Advisory Services, an SEC-registered wealth manager based in Williamston, MI with $4.6 billion in regulatory assets, lists Jeffrey J. Casey on its Form ADV as Managing Member, a control person.
Firms and roles
- CG Advisory ServicesManaging MemberWealth manager · Williamston, MI · $4.6B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Anthony J. MazzaliManaging Member, CG Advisory Services
- Kenneth P. EvangelistaChief Compliance Officer, CG Advisory Services
- Adam P. LesperanceDirector of Business Development, CG Advisory Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.