Stuart Canzeri, financial advisor Atlanta GA
81 score

Stuart Canzeri

CRD Number: 5550901
Current Firm: Capital Asset Advisory Services, LLC

Stuart Canzeri (CRD# 5550901) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Asset Advisory Services, LLC Haslett, MI Aug 2013 - Current 3
Peachtree College Planning Atlanta, GA Mar 2011 - Current 5
Peachtree Financial Group Atlanta, GA Jun 2010 - Current 6
Hornor Townsend & Kent Inc. Horsham, PA Feb 2010 - Aug 2013 3
Penn Mutual Life Insurance Co Horsham, PA Feb 2010 - Aug 2013 3
New England Securities Alpharetta, GA Jun 2008 - Feb 2010 1
Jp Morgan Chase Atlanta, GA Aug 2007 - May 2008 < 1
Ctx Mortgage Atlanta, GA Jul 2005 - Jul 2007 2
Innovative Concepts Atlanta, GA Dec 1994 - Jun 2007 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jun 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Stuart S. Canzeri
Phone Number: 517-339-7662
Registered State(s):
  • GA
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
81

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