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Michael Joseph Ruggieri

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC·BLOOMINGTON, Minnesota
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
5270 WEST 84TH STREET, BLOOMINGTON, MN 55437CRD# 2652152Firm CRD# 140551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Ruggieri · BLOOMINGTON, MN
Registration
CRD #2652152 · THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Joseph Ruggieri is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
AUM
$277M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2652152
Firm CRD# 140551
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Joseph Ruggieri offer?
Michael Joseph Ruggieri specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Michael Joseph Ruggieri's credentials?
Michael Joseph Ruggieri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Ruggieri located?
Michael Joseph Ruggieri is based in BLOOMINGTON, Minnesota, working with THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Michael Joseph Ruggieri charge for services?
Michael Joseph Ruggieri's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC?
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC has approximately 6 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Brett Allen Machtig
BLOOMINGTON, MN
Hayden Clifford Watkin
BLOOMINGTON, MN
Richard Carmine Cella
BLOOMINGTON, MN

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