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Wyatt Smith

CG Advisory Services

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About Wyatt Smith

Wyatt Smith is a financial advisor with CG Advisory Services. Wyatt has been in the industry since 2021. Wyatt is registered with the state of Michigan and holds licenses including Series 63, Series 65, Series 7TO, and SIE. Wyatt also holds the Certified Financial Planner designation. Wyatt provides financial planning, pension consulting, educational seminars, and selection of other advisers to individuals, corporations, and businesses. Wyatt also provides portfolio management for individuals and businesses. Wyatt has been with CG Advisory Services since 2023.

Firm Information

Wyatt Smith is currently registered with CG Advisory Services. CG Advisory Services is a financial advisory firm based in WILLIAMSTON, MI. They advise individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and corporations. The firm manages over $3.2 billion in assets. They offer financial planning, pension consulting, educational seminars, and selection of other advisers. They also offer portfolio management for businesses and individuals.
CG Advisory Services

148 E GRAND RIVER AVE.

WILLIAMSTON, MI 48895

$3.22B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wyatt Smith’s Registration & Firm History

MI

04/03/2023 - Present

CG Advisory Services (Ann Arbor MI)

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Licenses & Designations

BC

Issued 09/23/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wyatt Smith.
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