Aleia Macdonald, financial advisor Ann Arbor MI

Aleia Macdonald

CRD Number: 4539649
Current Firm: Cg Advisory Services
Aleia Macdonald (CRD# 4539649) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Ann Arbor, MI and has over 13 years of experience in the finance industry.
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Company Name Location Dates Years
Geneos Wealth Management Inc. Ann Arbor, MI Aug 2017 - Current 3
Capital Asset Advisory Services, LLC Haslett, MI Apr 2016 - Current 4
Evangelista & Associates Ann Arbor, MI Sep 2013 - Current 7
Wfg Investments, Inc. Ann Arbor, MI Apr 2016 - Aug 2017 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
    2,235
    MILLIONS
  • Total Number of Accounts
    14,879
    ACCOUNTS
  • Average Account Value
    $150,205
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Firm Disclaimer:

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.

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