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Deborah Myers

Some features on this profile are disabled
CRD#: 6287661
DM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Deborah Myers, who also goes by Deborah Lanni, was a registered financial professional .

Deborah is a previously registered financial professional and started their career in finance in 2014. Deborah had worked at 7 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Deborah Lanni

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 29, 2019 - August 17, 2020

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

RIA
CRD#: 140551
Danvers, MA
Past

May 16, 2019 - August 11, 2020

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
Danvers, MA
Past

March 19, 2018 - May 6, 2019

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA
CRD#: 283004
Boston, MA
Past

August 30, 2017 - May 7, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BOSTON, MA
Past

March 25, 2017 - September 1, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Danvers, MA
Past

November 18, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
Danvers, MA
Past

November 5, 2014 - October 23, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LACONIA, NH

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".
TC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
401K CAPITAL ADVISORY | THE CAPITAL ADVISORY GROUP, LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES | MACHTIG & ASSOCIATES, LLC. | IPSWICH BAY ADVISORS

CRD#: 140551 / SEC#: 801-69464

RIA
Registered Investment Advisory firm - (8/25/2008 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/5/2014
General Securities Representative Examination

Current Firm

TC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
401K CAPITAL ADVISORY | THE CAPITAL ADVISORY GROUP, LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES | MACHTIG & ASSOCIATES, LLC. | IPSWICH BAY ADVISORS

CRD#: 140551 / SEC#: 801-69464

RIA
Registered Investment Advisory firm - (8/25/2008 Approved)
PREMIUM
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Contact information

Main Address
10000 N 31st Ave Suite D216, Phoenix, AZ 85051
Mailing Address
Phone number
(952) 831-8243
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 402,826,658

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

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

CRD#: 140551

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