Aleia Macdonald, financial advisor Ann Arbor MI
93 score

Aleia Macdonald

CRD Number: 4539649
Current Firm: Capital Asset Advisory Services, LLC

Aleia Macdonald (CRD# 4539649) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Wfg Investments, Inc. Ann Arbor, MI Apr 2016 - Current < 1
Capital Asset Advisory Services, LLC Haslett, MI Apr 2016 - Current < 1
Executive Wealth Management Brighton, MI Jun 2009 - Apr 2016 6
Invest Financial Corporation Brighton, MI Feb 2009 - Apr 2016 7
Executive Financial Planning Brighton, MI Mar 2005 - Apr 2016 11
Damon's Grill Ann Arbor And Port Huron, MI Mar 2000 - Dec 2009 9
Royal Alliance Associates Brighton, MI Sep 2005 - Feb 2009 3
Executive Wealth Management Brighton, MI May 2006 - Jan 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Aleia K. Macdonald
Phone Number: 517-339-7662
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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