Michael Steven Cortazzo
Investment adviser representative at Tlg Advisors, Inc.
10 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
10 years in the industry.
- Spg Life & AnnuityMay 2026 to now
- Tlg Advisors, Inc.Mar 2026 to now
- Simplicity InvestmentsMar 2026 to now
- BsmgNov 2025 to May 2026
- UnemployedJun 2024 to Oct 2025
- MML Investors Services, LLCMay 2017 to Jun 2024
- Massachusetts Mutual Life Insurance CompanyDec 2016 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 5669101
- Firm CRD
- 111052