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

May 24, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S66|S65

First exam

May 24, 2012

First registration

Jun 4, 2012

Dual registered

no

Other names

DREW FINNEGAN|Andrew Devitt Finnegan|Andrew D Finnegan|Andrew Finnegan

IAPD individual key

2709048

• Occurred

  Dec 19, 2022
  Advisor changed firm

  Andrew Devitt Finnegan left Fidelity Personal And Workplace Advisors for Cg Advisory Services (registered 2023-04-03)

  Form ADVobserved 5 days ago
• Occurred

  Aug 4, 2022
  Advisor changed firm

  Andrew Devitt Finnegan left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2022-12-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48b7c5d9-bc76-eba2-00ac-1c5a63def5f1

First observed

Jun 4, 2012

Last observed

Sep 14, 2026 6 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.