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Nathaniel Scott Siegel

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.

  1. Tlg Advisors, Inc.Oct 2020 to now
  2. The Leaders Group IncOct 2020 to now
  3. Vanbridge LLCJun 2020 to now
  4. Northwestern Mutual Investment Services LLCMay 2016 to Jun 2020
  5. Northwestern Mutual Life Insurance CompanyMay 2016 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2014
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (VA).

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
6019928
Firm CRD
111052
Advisor's SEC record (opens in a new tab)
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