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Aleia Kristy Macdonald

Investment Adviser Representative at CG ADVISORY SERVICES

Howell, MICRD #4539649Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
8 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Aleia Kristy Macdonald has worked in the securities industry since 2005. They are registered to provide investment advisory services in Colorado, Florida, Georgia, Michigan, North Carolina, Pennsylvania, Texas, and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
ColoradoFloridaGeorgiaMichiganNorth CarolinaPennsylvaniaTexasWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/26/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 10/31/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/28/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

CG Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CG ADVISORY SERVICESCurrent
5/3/2016Howell, MI
INVEST FINANCIAL CORPORATION
10/29/20105/3/2016Ann Arbor, MI
EXECUTIVE WEALTH MANAGEMENT, LLC
10/29/20104/29/2016Brighton, MI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Aleia Kristy Macdonald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Aleia Kristy Macdonald - Financial Advisor in Howell, MI | AdvisorFinder