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Robert A
Series 66
Los Angeles, CA
Tlg Advisors, Inc.
Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.
Andrew C
Series 66, Series 63
Los Angeles, CA
Tlg Advisors, Inc.
Andrew Cuevas is a financial advisor at TLG Advisors, Inc. based in Los Angeles, CA, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Gideon, The Leaders Group Inc, Gideon Strategic Partners, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios, while also offering a digital investment program known as Starlight Portfolios.
Felix P
Series 66
Los Angeles, CA
Tlg Advisors, Inc.
Felix Pollmann is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has recently transitioned into the financial industry following diverse prior roles including work at Deloitte and educational positions from 2015 to 2021. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, in addition to offering a digital investment program called Starlight Portfolios.
William G
Series 66
Los Angeles, CA
Tlg Advisors, Inc.
William Gallon is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at The Leaders Group Inc and Gideon Strategic Partners, as well as involvement with educational organizations such as Williams College and Pine Cobble School. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.
Salim A
CFP®, Series 66
Los Angeles, CA
Tlg Advisors, Inc.
Salim Admon is a CFP® with 20 years of experience in financial services. He is currently with TLG Advisors, Inc. and has previously worked at Gideon, The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.
Erik O
Series 66
Los Angeles, CA
Tlg Advisors, Inc.
Erik Oros is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group Inc and Actinium Capital LP. Oros serves as Chief Investment Officer at Gideon Strategic Partners LLC, where he is involved in investment management and sales. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers services ranging from comprehensive financial planning to ERISA fiduciary oversight.
Spencer A
Series 66
Los Angeles, CA
Tlg Advisors, Inc.
Spencer Anmuth is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding a Series 66 credential and one year of industry experience. He has held roles at Gideon Strategic Partners and Mill Creek Capital Advisors and has academic experience from the University of Pennsylvania. Anmuth also works as a Client Service Associate at Gideon Strategic Partners. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, offering investment supervisory services, portfolio management, and financial planning.
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