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William Thomas Tyson

Investment adviser representative at Tlg Advisors, Inc.
19 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

19 years in the industry.

  1. Tlg Advisors, Inc.Sep 2023 to now
  2. The Leaders Group, Inc.Mar 2020 to now
  3. Betz Financial Advisory, LLCApr 2019 to now
  4. Citigroup Global Markets, Inc.May 2007 to Mar 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

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

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
2820186
Firm CRD
111052
Advisor's SEC record (opens in a new tab)
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