Michael V. Demola

C & G FINANCIAL

Tinton Falls, NJ 07724

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CRD#: 6017241

Professional summary

Michael V. Demola is a registered financial advisor currently at C & G FINANCIAL, LLC located in Tinton Falls, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) CG HEALTHCARE, LLC; NOT INVESTMENT-RELATED; 730 HOPE ROAD, TINTON FALLS, NJ 07724; SPECIALIZED MEDICAL BILLING/CONSULTING FIRM; MEMBER; FORMED IN 2005; APPROXIMATELY 5 HOURS PER MONTH, ALL DURING SECURITIES TRAIDNG HOURS. 2) COWAN, GUNTESKI, & CO., PA; NOT INVESTMENT-RELATED; 730 HOPE ROAD, TINTON FALLS, NJ 07724; CERTIFIED PUBLIC ACCOUNTING FIRM; SHAREHOLDER; STARTED 10/1982; APPROXIMATELY 200 HOURS PER MONTH, ALL DURING SECURITIES TRAIDNG HOURS; TAX PREPARATION AND ACCOUNTING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael V. Demola's 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

October 9, 2012 - Present

C & G FINANCIAL, LLC

Office #1: 730 Hope Road, Tinton Falls, NJ 07724

RIA

CRD#: 121771

Tinton Falls, NJ

Past

September 22, 2014 - October 13, 2016

SALVUS WEALTH MANAGEMENT, LLC

RIA

CRD#: 171986

TOMS RIVER, NJ

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

New Jersey
(10/9/2012)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/8/2012

Uniform Investment Adviser Law Examination

Current Firm

C & G FINANCIAL, LLC

CRD#: 121771 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/7/1999 Approved)

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Contact information

Main Address

730 Hope Road, Tinton Falls, NJ 07724

Mailing Address

Phone number

(732) 676-4100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Michael V. Demola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael V. Demola's CRS (Customer Relationship Summary).

Certified licenses

Experience

C & G FINANCIAL, LLC

SALVUS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/8/2012

Current Firm

C & G FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

C & G FINANCIAL, LLC

TRUST BUT VERIFY

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