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LG

Leonard D. Gilroy-solano

CG ADVISORY SERVICES
Grand Blanc, MI 48439
CRD#: 4792612
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LG
Leonard Daniel Gilroy-solanoCG ADVISORY SERVICES

Professional summary

Leonard Daniel Gilroy-solano is a registered financial advisor currently at CG ADVISORY SERVICES located in Grand Blanc, Michigan.

Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Leonard has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leonard Daniel Gilroy-solano's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 24, 2026 - Present

CG ADVISORY SERVICES

Office #1: 3059 Tri Park Drive, Grand Blanc, MI 48439
RIA
CRD#: 110929
Grand Blanc, MI
Past

April 13, 2026 - April 14, 2026

CG ADVISORY SERVICES

RIA
CRD#: 110929
WILLIAMSTON, MI
Past

December 15, 2022 - January 9, 2026

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
GRAND BLANC, MI
Past

March 10, 2021 - April 2, 2026

THE PATRIOT FINANCIAL GROUP, LLC

RIA
CRD#: 172470
Grand Blanc, MI
Past

May 6, 2019 - December 15, 2022

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
GRAND BLANC, MI
Past

May 6, 2019 - December 15, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
GRAND BLANC, MI
Past

December 6, 2012 - May 10, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FLINT, MI
Past

December 5, 2012 - May 10, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FLINT, MI
Past

September 17, 2010 - December 13, 2012

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
GRAND BLANC, MI
Past

October 17, 2008 - December 13, 2012

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
GRAND BLANC, MI
Past

December 5, 2006 - October 20, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
GRAND BLANC, MI
Past

October 4, 2006 - October 20, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
GRAND BLANC, MI
Past

March 31, 2006 - August 29, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
FLINT, MI
Past

June 11, 2004 - January 6, 2006

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CG ADVISORY SERVICES
360 FINANCIAL GROUP | VITAL WEALTH MANAGEMENT | VERUS WEALTH MANAGEMENT | USA TAX & INSURANCE SERVICES | USA FINANCIAL & TAX SERVICES | TRUCHOICE FINANCIAL | TRINITY ADVISORY GROUP | TOTAL FINANCIAL HEALTH | TOM TURNER FINANCIAL SERVICES | THREE SIXTY WEALTH MANAGEMENT | THE PRIZANT GROUP | TENNESSEE VALLEY RETIREMENT SOLUTIONS | SYNERGY SETTLEMENTS | STRATEGIC WEALTH CONCEPTS | STITES FINANCIAL | SMART FINANCIAL | SCARLET OAK FINANCIAL SERVICES | ROMAN CAPITAL STRATEGIES | RHL GROUP | RETIREMENT ADVIOSRS OF NE | REDFIELD FINANCIAL GROUP | RECON INVESTMENTS STRATEGIES | PROUT FINANCIAL DESIGN | PROTECTIVE WEALTH CONCEPTS | PRINCETON TAX ADVISORY GROUP | PRESERVATION WEALTH MANAGEMENT | PRESERVATION FINANCIAL MANAGEMENT | PRENDERGAST FINANCIAL SERVICES | POTERACK CAPITAL ADVISORY | PLANNING BY DESIGN FINANCIAL | PERSONALIZED WEALTH ADVISORS | PEACHTREE FINANCIAL GROUP | PACKARD ADVISORY SERVICES | ONPOINT TAX & FINANCIAL SERVICES | O'NEIL WEALTH | NORTHBROOK INVESTMENT MANAGEMENT | NORTH SHORE ASSET MANAGEMENT & TAX ADVISORY GROUP | MULCAHY FINANCIAL | MICHIGAN FIRST CREDIT UNION | MICHAEL DONALDSON ASSET MANAGEMENT | MCLEOD FINANCIAL GROUP | MCBEATH TAX & FINANCIAL SERVICES | LUMOS WEALTH ADVISORS | LUCAS ADAM FINANCIAL, LLC | LIFE STRATEGY FINANCIAL, LLC | LIBERTY ROAD FINANCIAL SERVICES | LEWIS TAX ADVISORY GROUP | LEAVITT FINANCIAL GROUP | LASTING LEGACY FINANCIAL | LAKE MINNETONKA FINANCIAL | JEFFINANCIAL GROUP | JAY GREER & CO. | INCOME PLANNING GROUP | IMBER TAX ADVISORY GROUP | HEIN FINANCIAL GROUP | HAYWORTH ADVISORY | GOTTO CAPITAL MANAGEMENT | GJO FINANCIAL LLC | GENERATIONS TAX & INSURANCE SERVICES, INC | FORTIS WEALTH MANAGEMENT | FORD FINANCIAL SERVICES OF EAST TEXAS | FIRST FINANCIAL TAX GROUP | FIRESTONE FINANCIAL GROUP | FINANCIAL CARE PROVIDERS | FIAT WEALTH MANAGEMENT | EVANGELISTA AND ASSOCIATES | ENCORE ADVISORS | ELEVATE LIFE WEALTH | DFC INVESTMENT & RETIREMENT STRATEGIES | DARR WEALTH | CORE INCOME WEALTH MANAGEMENT | CHAMBERLAIN TAX ADVISORY GROUP | CG FINANCIAL SERVICES OF WILMINGTON | CG FINANCIAL SERVICES OF WILLIAMSTON | CG FINANCIAL SERVICES OF TRAVERSE CITY | CG FINANCIAL SERVICES OF MUNISING | CG FINANCIAL SERVICES OF MARQUETTE | CG FINANCIAL SERVICES OF HASLETT | CG FINANCIAL SERVICES OF CHARLOTTE | CG FINANCIAL SERVICES OF CARO | CG FINANCIAL SERVICES | CG FINANCIAL OF MIDLAND | CG ADVISORY SERVICES | CARR CAPITAL, LLC | CAPITOL INCOME CONSULTANTS | CAPITALWISE ADVISORS, LLC | CAPITAL ASSET ADVISORY SERVICES, LLC. | CAPITAL ASSET ADVISORY SERVICES, LLC | CAPITAL ASSET ADVISORY SERVICES LLC | CAPITAL ASSET ADVISORY SEERVICES, LLC | C.B. WOOD FINANCIAL LLC | BRADY FINANCIAL PLANNING | BLUEPRINT WEALTH MANAGEMENT, LLC | BENEFIT STRATEGIES | BARR CAPITAL MANAGEMENT | AUSTIN TAX | ALPHA ASSET ADVISORS | ALLIANCE WEALTH MANAGEMENT | ALLIANCE ADVISORS | ALL THINGS FINANCIAL | ADVANCEMENT FINANCIAL SERVICES | ADVANCED WEALTH STRATEGIES | AB RESOURCES

CRD#: 110929 / SEC#: 801-67082

RIA
Registered Investment Advisory firm - (8/10/2006 Approved)
Michigan
Registered Investment Advisory firm - (12/31/2007 Failure to Renew)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(6/24/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/14/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/21/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/10/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
CG ADVISORY SERVICES
360 FINANCIAL GROUP | VITAL WEALTH MANAGEMENT | VERUS WEALTH MANAGEMENT | USA TAX & INSURANCE SERVICES | USA FINANCIAL & TAX SERVICES | TRUCHOICE FINANCIAL | TRINITY ADVISORY GROUP | TOTAL FINANCIAL HEALTH | TOM TURNER FINANCIAL SERVICES | THREE SIXTY WEALTH MANAGEMENT | THE PRIZANT GROUP | TENNESSEE VALLEY RETIREMENT SOLUTIONS | SYNERGY SETTLEMENTS | STRATEGIC WEALTH CONCEPTS | STITES FINANCIAL | SMART FINANCIAL | SCARLET OAK FINANCIAL SERVICES | ROMAN CAPITAL STRATEGIES | RHL GROUP | RETIREMENT ADVIOSRS OF NE | REDFIELD FINANCIAL GROUP | RECON INVESTMENTS STRATEGIES | PROUT FINANCIAL DESIGN | PROTECTIVE WEALTH CONCEPTS | PRINCETON TAX ADVISORY GROUP | PRESERVATION WEALTH MANAGEMENT | PRESERVATION FINANCIAL MANAGEMENT | PRENDERGAST FINANCIAL SERVICES | POTERACK CAPITAL ADVISORY | PLANNING BY DESIGN FINANCIAL | PERSONALIZED WEALTH ADVISORS | PEACHTREE FINANCIAL GROUP | PACKARD ADVISORY SERVICES | ONPOINT TAX & FINANCIAL SERVICES | O'NEIL WEALTH | NORTHBROOK INVESTMENT MANAGEMENT | NORTH SHORE ASSET MANAGEMENT & TAX ADVISORY GROUP | MULCAHY FINANCIAL | MICHIGAN FIRST CREDIT UNION | MICHAEL DONALDSON ASSET MANAGEMENT | MCLEOD FINANCIAL GROUP | MCBEATH TAX & FINANCIAL SERVICES | LUMOS WEALTH ADVISORS | LUCAS ADAM FINANCIAL, LLC | LIFE STRATEGY FINANCIAL, LLC | LIBERTY ROAD FINANCIAL SERVICES | LEWIS TAX ADVISORY GROUP | LEAVITT FINANCIAL GROUP | LASTING LEGACY FINANCIAL | LAKE MINNETONKA FINANCIAL | JEFFINANCIAL GROUP | JAY GREER & CO. | INCOME PLANNING GROUP | IMBER TAX ADVISORY GROUP | HEIN FINANCIAL GROUP | HAYWORTH ADVISORY | GOTTO CAPITAL MANAGEMENT | GJO FINANCIAL LLC | GENERATIONS TAX & INSURANCE SERVICES, INC | FORTIS WEALTH MANAGEMENT | FORD FINANCIAL SERVICES OF EAST TEXAS | FIRST FINANCIAL TAX GROUP | FIRESTONE FINANCIAL GROUP | FINANCIAL CARE PROVIDERS | FIAT WEALTH MANAGEMENT | EVANGELISTA AND ASSOCIATES | ENCORE ADVISORS | ELEVATE LIFE WEALTH | DFC INVESTMENT & RETIREMENT STRATEGIES | DARR WEALTH | CORE INCOME WEALTH MANAGEMENT | CHAMBERLAIN TAX ADVISORY GROUP | CG FINANCIAL SERVICES OF WILMINGTON | CG FINANCIAL SERVICES OF WILLIAMSTON | CG FINANCIAL SERVICES OF TRAVERSE CITY | CG FINANCIAL SERVICES OF MUNISING | CG FINANCIAL SERVICES OF MARQUETTE | CG FINANCIAL SERVICES OF HASLETT | CG FINANCIAL SERVICES OF CHARLOTTE | CG FINANCIAL SERVICES OF CARO | CG FINANCIAL SERVICES | CG FINANCIAL OF MIDLAND | CG ADVISORY SERVICES | CARR CAPITAL, LLC | CAPITOL INCOME CONSULTANTS | CAPITALWISE ADVISORS, LLC | CAPITAL ASSET ADVISORY SERVICES, LLC. | CAPITAL ASSET ADVISORY SERVICES, LLC | CAPITAL ASSET ADVISORY SERVICES LLC | CAPITAL ASSET ADVISORY SEERVICES, LLC | C.B. WOOD FINANCIAL LLC | BRADY FINANCIAL PLANNING | BLUEPRINT WEALTH MANAGEMENT, LLC | BENEFIT STRATEGIES | BARR CAPITAL MANAGEMENT | AUSTIN TAX | ALPHA ASSET ADVISORS | ALLIANCE WEALTH MANAGEMENT | ALLIANCE ADVISORS | ALL THINGS FINANCIAL | ADVANCEMENT FINANCIAL SERVICES | ADVANCED WEALTH STRATEGIES | AB RESOURCES

CRD#: 110929 / SEC#: 801-67082

RIA
Registered Investment Advisory firm - (8/10/2006 Approved)
Michigan
Registered Investment Advisory firm - (12/31/2007 Failure to Renew)
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Contact information

Main Address
148 E Grand River Ave., Williamston, MI 48895
Mailing Address
Phone number
(517) 339-7662
Established
Firm type
Fiscal year end
# of Employees
136

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAAS ADV PART 2 AMENDMENT (3/20/2025)

Regulatory assets under management

Total Number of Accounts17,952
AUM (Assets Under Management)$ 4,020,782,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CG ADVISORY SERVICES

CRD#: 110929Grand Blanc, MI 48439

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