Grace Baecher
Investment adviser representative at Tlg Advisors, Inc.
11 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
11 years in the industry.
- Tlg Advisors, Inc.Jan 2026 to now
- The Leaders Group Inc, dba: Simplicity InvestmentsJan 2026 to now
- Vanbridge, An Epic CompanyDec 2025 to now
- UnemployedSep 2025 to Nov 2025
- Tripost Capital PartnersJul 2024 to Sep 2025
- J.P. Morgan Securities LLCMay 2022 to Jun 2024
- JPMorgan Chase Bank, N.A.May 2022 to Jun 2024
- CitigroupJul 2019 to Apr 2022
- CitigroupJun 2018 to Aug 2018
- Ruffalo Noel LevitzJan 2018 to Dec 2020
- Fogel Capital ManagementMay 2017 to Jul 2017
- University of FloridaJun 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6940614
- Firm CRD
- 111052