Daniel Edward Moroney
Investment adviser representative at Tlg Advisors, Inc.
29 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
29 years in the industry.
- Tlg Advisors, Inc.Sep 2020 to now
- Randy Jones & AssociatesAug 2020 to now
- The Leaders Group, Inc.Mar 2019 to now
- Millennium Brokerage GroupJan 2019 to Aug 2020
- Nationwide Advisory ServicesDec 1998 to Dec 2018
- Nationwide Insurance CompanyDec 1997 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
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
- 3175499
- Firm CRD
- 111052