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Vishaw Sondhi

Investment adviser representative at Tlg Advisors, Inc.
34 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

34 years in the industry.

  1. Tlg Advisors, Inc.Sep 2026 to now
  2. The Leader's GroupNov 2022 to now
  3. Tucker Asset Management LLCNov 2022 to now
  4. Integrated Financial Concepts LLCNov 2014 to now
  5. Vishaw Sondhi Cpa PcJan 1992 to now
  6. Equity Services IncDec 2015 to Nov 2022

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 63 · Uniform Securities Agent State Law2002

State registrations

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

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
3046706
Firm CRD
111052
Advisor's SEC record (opens in a new tab)
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