Wade C Root
Investment adviser representative at Tlg Advisors, Inc.
15 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
15 years in the industry.
- Tlg Advisors, Inc.Jun 2021 to now
- The Leaders Group IncJun 2021 to now
- RBC Capital Markets, LLC.Jun 2018 to May 2021
- Cambridge Investment Research Inc.Oct 2015 to Jun 2018
- Hubbard-bert, Inc.Apr 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5906968
- Firm CRD
- 111052