Yelena V Kalashnikova
Investment adviser representative at Tlg Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Yelena V Kalashnikova? Claim your profile
Contact this firm
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
16 years in the industry.
- Tlg Advisors, Inc.Feb 2025 to now
- The Leaders Group IncFeb 2025 to now
- USA SwimmingJan 2023 to now
- Wescom Financial Services, LLCFeb 2017 to now
- Cuso Financial Services, LPJan 2023 to Feb 2025
- J.P. Morgan Securities LLCOct 2012 to Jan 2017
- JPMorgan Chase BankMar 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5765677
- Firm CRD
- 111052