Matthew Teel
Investment adviser representative at Tlg Advisors, Inc.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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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
22 years in the industry.
- Tlg Advisors, Inc.Jun 2023 to now
- The Leaders Group IncJun 2023 to now
- Risk & Insurance Associates LLCJan 2017 to now
- Barnum Financial GroupDec 2004 to now
- MML Investors Services, LLCMar 2017 to Jun 2023
- Metlife Securities Inc.Oct 2004 to Jun 2023
- Metropolitan Life Insurance CompanyOct 2004 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4873114
- Firm CRD
- 111052