Gregory Marc Roventini
Investment adviser representative at Tlg Advisors, Inc.
13 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
13 years in the industry.
- Tlg Advisors, Inc.Dec 2024 to now
- The Leaders Group IncNov 2024 to now
- Concourse FinancialSep 2019 to now
- Concourse Financial Group Securities IncSep 2018 to Nov 2024
- Concourse Financial Group Agency IncSep 2018 to Sep 2019
- Fisher InvestmentsJun 2018 to Sep 2018
- UnemployedMar 2018 to Jun 2018
- Pj Robb Variable CorpJan 2014 to Mar 2018
- Time FinancialDec 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 2271059
- Firm CRD
- 111052