Erik Oros
Investment adviser representative at Tlg Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Erik Oros? 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
10 years in the industry.
- Tlg Advisors, Inc.Jul 2021 to now
- The Leaders Group IncJul 2021 to now
- M Holdings Securities, Inc.Jan 2020 to Jul 2021
- UnemployedOct 2019 to Jan 2020
- Soundview CapitalApr 2019 to Oct 2019
- Gideon Strategic Partners LLCJan 2019 to Feb 2024
- Actinium Capital LPJan 2016 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 5956077
- Firm CRD
- 111052