Investment adviser representative · Cg Advisory Services
Riley N. Derwich
CRD 7372959 · Ann Arbor, MI
At a glance
Riley N. Derwich is an investment adviser representative with Cg Advisory Services in Ann Arbor, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Riley’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Cg Advisory ServicesSince September 2022Ann Arbor, MI · $4.6B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Riley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cg Advisory Services
- Jennifer D. BehmAnn Arbor
- Marissa CollinsAnn Arbor
- John L. EvangelistaAnn Arbor · Certified Financial Planner
- Emily R. HaberkernAnn Arbor · Certified Financial Planner
- Nicole M. LodenAnn Arbor · Certified Financial Planner
- Joseph AlamoMiami · Certified Financial Planner
- Thomas F. AustinStevensville
- Brent N. BrugginkWilliamston
Every advisor at Cg Advisory Services →Cg Advisory Services: assets, clients and custodians →Financial advisors in Ann Arbor, MI →Every Cg Advisory Services advisor in Ann Arbor →Advisor Moves: who changed firms this week →