Unclaimed Profile

Kenneth Patrick Evangelista

CAPITAL ASSET ADVISORY SERVICES, LLC.·WILLIAMSTON, Michigan

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record21 years registeredCAPITAL ASSET ADVISORY SERVICES, LLC.

148 E GRAND RIVER AVE., WILLIAMSTON, MI 48895CRD# 2747013Firm CRD# 110929

Profile Verification

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

Identity

Kenneth Patrick Evangelista · WILLIAMSTON, MI

Registration

CRD #2747013 · CAPITAL ASSET ADVISORY SERVICES, LLC. · 21 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2023 – present

CG ADVISORY SERVICES

Jan 2011 – present

INVEST FINANCIAL CORPORATION

Jun 2012 – May 2015

WILLIAMSTON, MI

INVEST FINANCIAL CORPORATION

Jan 2011 – Feb 2011

WILLIAMSTON, MI

WACHOVIA SECURITIES, LLC

Apr 2005 – Oct 2005

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 28, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Kenneth Patrick Evangelista offer?

Kenneth Patrick Evangelista specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are Kenneth Patrick Evangelista's credentials?

Kenneth Patrick Evangelista is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth Patrick Evangelista located?

Kenneth Patrick Evangelista 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 Kenneth Patrick Evangelista charge for services?

Kenneth Patrick Evangelista'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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