Matthew Thomas Leddy
Advisor at Tlg Advisors, Inc. — Findlay, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
3 years
Location
Findlay, OH 45840
Tlg Advisors, Inc.
Enterprise
Matthew Leddy is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 63 designation and has previously worked at True View Financial Group, MDRN Capital, LLC, and Golden Reserve RIA, LLC. TLG Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory, offering services through independent advisor representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.
Based on Tlg Advisors, Inc.
Based on Tlg Advisors, Inc.
Fixed fees charged for financial planning and consulting; specific amounts not stated
$0 - $1,000,000: Not to exceed 1.75% annually Over $1,000,000+: Not to exceed 1.00% annually $0 - $1,000,000: Starlight Portfolios fees total between 0.65% and 1.25% annually (includes 0.58%-1.118% to TLG Advisors plus 0.10% to Advisor Engine)
Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products
Hourly fees charged for financial planning and consulting; specific amounts not stated
Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated
Findlay, OH
402 Tiffin Avenue
Findlay OH 45840
Advisors at this office
1
Ohio
3 years of industry experience
TLG Advisors Inc
2026 - Present • 1 year
Summit, NJ
True View Financial Group
2024 - Present • 2 years
Findlay, OH
MDRN Capital, LLC
2024 - 2025 • 1 year
Findlay, OH
Unemployed
2023 - 2024 • 1 year
Findlay, OH
Golden Reserve RIA, LLC
2021 - 2023 • 2 years
Findlay, OH
Signs of Progress
2020 - 2021 • 1 year
Lima, OH
Fifth Third bank
2019 - 2019 • 1 year
Bowling Green, OH
Huntington national bank
2017 - 2018 • 1 year
Lima, OH
First National Bank of Pandora
2016 - 2017 • 1 year
Findlay, OH
Sole Proprietor
2009 - 2024 • 15 years
Findlay, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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