Rhoneil Acierto Santo tomas
Investment adviser representative at Tlg Advisors, Inc.
23 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Tlg Advisors, Inc.May 2018 to now
- The Leaders Group, Inc.May 2018 to now
- Pfr Advisors IncJan 2016 to now
- Dsv Financial Inc dba Hsi Benefits GroupJan 2013 to now
- AXA Advisors LLCAug 2003 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2010710
- Firm CRD
- 111052