Zachary Phoenix Roman
Investment adviser representative at Tlg Advisors, Inc.
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Zachary Phoenix Roman? 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.
- Simplicity Investments Inc.Jul 2026 to now
- Tlg Advisors, Inc.Jun 2026 to now
- UnemployedFeb 2026 to Jun 2026
- Oxford Wealth Group LLCOct 2025 to Feb 2026
- LPL Enterprise, LLCNov 2024 to Oct 2025
- Prudential Insurance Company of AmericaDec 2019 to Oct 2025
- Pruco Securities, LLC.Sep 2019 to Nov 2024
- Pruco Securities LLCFeb 2019 to Aug 2019
- Edwards BuildingAug 2018 to Oct 2018
- Mccarty Auto GroupJun 2018 to Dec 2018
- UnemployedMay 2018 to Jun 2018
- Steve Landers Auto GroupJan 2018 to May 2018
- UnemployedOct 2017 to Jan 2018
- UnemployedMay 2017 to Aug 2017
- Crain Automotive GroupOct 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7097442
- Firm CRD
- 111052