Aleia Kristy Macdonald
Investment Adviser Representative at CG Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Aleia Kristy Macdonald is an investment adviser representative with CG Advisory Services in Howell, MI, where they have been registered since 2016. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Invest Financial Corporation and Executive Wealth Management, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan and Texas.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
8 states and territories
Colorado, Florida, Georgia, Michigan, North Carolina, Pennsylvania, Texas, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital Asset Advisory Services, LLCApr 2016 – no end date reportedHaslett, MI
- WFG Investments, Inc.Apr 2016 – Aug 2017Ann Arbor, MI
- GENEOS Wealth Management Inc.Aug 2017 – Apr 2023Ann Arbor, MI
- Evangelista & AssociatesSep 2013 – Nov 2018Ann Arbor, MI
- Advanced Wealth StrategiesNov 2018 – no end date reportedAnn Arbor, MI
- LPL Financial LLCApr 2023 – no end date reportedAnn Arbor, MI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CG Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $5,000
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, tax preparation and planning, Social Security planning, long term care, risk evaluation, income and taxes, IRA and 401k rollovers, life insurance, and annuities.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 70
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Williamston, MI
- SEC file number:
- 801-67082
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
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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.
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