Matthew Maresch
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.
- Tlg Advisors, Inc.Nov 2024 to now
- Independent Insurance AgentNov 2024 to now
- The Leaders Group IncNov 2024 to now
- UnemployedAug 2024 to Nov 2024
- Cbg Wealth MgmtMar 2024 to Aug 2024
- Equitable Advisors, LLCMar 2024 to Aug 2024
- UnemployedDec 2023 to Mar 2024
- Self EmployedApr 2022 to Dec 2023
- Equitable Advisors, LLCDec 2005 to Apr 2022
- AXA Advisors, LLCDec 2005 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4422973
- Firm CRD
- 111052