This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CG ADVISORY SERVICES

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 29, 2022

First registration

Aug 29, 2022

Dual registered

yes, broker-dealer

IAPD individual key

6824692

• Occurred

  Jun 27, 2025
  Advisor changed firm

  Nathan Zolynsky left Mercer Global Advisors Inc. for Cg Advisory Services (registered 2025-10-21)

  Form ADVobserved 6 days ago
• Occurred

  Sep 29, 2023
  Advisor changed firm

  Nathan Zolynsky left Vintage Financial Services Llc for Mercer Global Advisors Inc. (registered 2022-12-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:449c39be-a2bb-8927-7f69-1eb8230cc417

First observed

Aug 29, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.