Stanley Irvin Roy
Investment adviser representative at Tlg Advisors, Inc.
23 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
23 years in the industry.
- Tlg Advisors, Inc.Nov 2025 to now
- Heritage Tax & Consulting Services, Inc.Feb 2011 to now
- Ameriprise Financial Services, LLCSep 2018 to Oct 2025
- Cssc Brokerage Services, Inc.Mar 2007 to Aug 2018
- Cssc Investment Advisory Services, Inc.Apr 2003 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4657695
- Firm CRD
- 111052