Nathaniel Francescato
Investment adviser representative at Tlg Advisors, Inc.
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Tlg Advisors, Inc.Aug 2026 to now
- Aeterna Capital LLCAug 2026 to now
- Simplicity InvestmentsAug 2026 to now
- Upmarket Securities LLCOct 2025 to now
- Private Client ServicesJul 2025 to Oct 2025
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Townsend & Associates, Inc.Jan 2020 to Oct 2025
- Securities America, Inc.Jan 2020 to Jun 2024
- RetiredMay 2018 to Jan 2020
- Scottrade Inc.Jun 2010 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CO, NY).
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
- 5793996
- Firm CRD
- 111052