Unclaimed Profile

Anthony Joseph Mazzali

CAPITAL ASSET ADVISORY SERVICES, LLC.·WILLIAMSTON, Michigan

SIE, Series 7, Series 24, Series 63CFP ChFC16 years registeredCAPITAL ASSET ADVISORY SERVICES, LLC.

148 E GRAND RIVER AVE., WILLIAMSTON, MI 48895CRD# 2333739Firm CRD# 110929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Joseph Mazzali · WILLIAMSTON, MI

Registration

CRD #2333739 · CAPITAL ASSET ADVISORY SERVICES, LLC. · 16 years registered

Brand Profile

Not yet started

Career History

CG ADVISORY SERVICES

Sep 2010 – present

INVEST FINANCIAL CORPORATION

Feb 2010 – Feb 2011

HASLETT, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 9, 2010

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

2011Regulatory·Final

2002Customer Dispute·Settled

1999Regulatory·Final

1998Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL ASSET ADVISORY SERVICES, LLC.

CRD 110929 · SEC 801-67082

AUM

$3.2B

Regulatory assets under management

Employees

130

17,241 client accounts

Services offered by CAPITAL ASSET ADVISORY SERVICES, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →

Introduction

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Frequently Asked Questions

What services does Anthony Joseph Mazzali offer?

Anthony Joseph Mazzali specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are Anthony Joseph Mazzali's credentials?

Anthony Joseph Mazzali holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anthony Joseph Mazzali located?

Anthony Joseph Mazzali is based in WILLIAMSTON, Michigan, working with CAPITAL ASSET ADVISORY SERVICES, LLC.. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.

How does Anthony Joseph Mazzali charge for services?

Anthony Joseph Mazzali's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?

CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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