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Mary Magdalene Chuhinka kurtz

Investment adviser representative at Tlc Group Investment Advisors, LLC
20 yearsExperience
1 stateRegistered in
$168.4MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Leigh Baldwin & Co., LLCMar 2006 to now
  2. Tlc Group Investment Advisors, LLCMar 2006 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 1 state (PA).

Tlc Group Investment Advisors, LLC

$168.4MAssets managed
205Clients
2Advisers
4 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
2151100
Firm CRD
137814
Advisor's SEC record (opens in a new tab)
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