Matthew Thomas Leddy
Investment adviser representative at Tlg Advisors, Inc.
17 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
17 years in the industry.
- Tlg Advisors, Inc.Jun 2026 to now
- True View Financial GroupApr 2024 to now
- Mdrn Capital, LLCApr 2024 to Apr 2025
- UnemployedJul 2023 to Mar 2024
- Golden Reserve Ria, LLCMar 2021 to Jul 2023
- Signs of ProgressJan 2020 to Apr 2021
- Fifth Third BankJan 2019 to Dec 2019
- Huntington National BankOct 2017 to Apr 2018
- First National Bank of PandoraMay 2016 to Sep 2017
- Sole ProprietorAug 2009 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5639892
- Firm CRD
- 111052