Eduardo Valdes
Investment adviser representative at Tlg Advisors, Inc.
6 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
6 years in the industry.
- Tlg Advisors, Inc.Oct 2018 to now
- Quest GlobalAug 2018 to now
- Strong Tower Advisors LLCAug 2018 to now
- PNC InvestmentsApr 2018 to Aug 2018
- Morgan StanleyNov 2016 to Apr 2018
- Morgan Stanley Private Bank, N.ANov 2016 to Apr 2018
- Bank of America NASep 2012 to Nov 2016
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Mar 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4988320
- Firm CRD
- 111052