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Andrew Steven Cuevas

Investment adviser representative at Tlg Advisors, Inc.
14 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

14 years in the industry.

  1. Tlg Advisors, Inc.Sep 2026 to now
  2. GideonFeb 2024 to now
  3. The Leaders Group IncJul 2021 to now
  4. Gideon Strategic PartnersOct 2020 to Feb 2024
  5. M HoldingsOct 2020 to Jul 2021
  6. Equitable Advisors, LLCDec 2012 to Oct 2020
  7. AXA AdvisorsDec 2012 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2026

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
6131053
Firm CRD
111052
Advisor's SEC record (opens in a new tab)
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