Shu Kaneko
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.
- Tlg Advisors, Inc.Jul 2026 to now
- Simplicity InvestmentsJun 2026 to now
- Emp Financial Network IncApr 2026 to now
- Bluepine Real EstateApr 2019 to now
- LPL Enterprise, LLCNov 2024 to Apr 2026
- The Prudential Insurance Company of AmericaFeb 2023 to Nov 2024
- Pruco Securities LLCAug 2022 to Nov 2024
- Ncl InternationalJan 2012 to Jun 2026
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7612698
- Firm CRD
- 111052