Stefan
Cherneski

Tlg Advisors, Inc

CRD#6330118
Investment Advisor
in Littleton, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Stefan Cherneski is a financial advisor based in Littleton, Colorado, working with Tlg Advisors, Inc. Stefan has previously held positions at Ing Financial Partners Inc, Underwriters Brokerage Services, Voya Financial Advisors, and The Leaders Group Inc. Stefan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Stefan is part of Tlg Advisors, Inc, which operates out of Littleton, Colorado. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26 West Dry Creek Circle Suite 800
Littleton, CO 80120

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

CO Average: $2,349,664,866
Total Number of Employees

264

CO Average: 28
Total Number of Accounts

5,935

CO Average: 1,101
Average Account Size

$279,920

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Stefan Cherneski Work History

2016 - Present (8 years)

The Leaders Group Inc

2014 - Present (10 years)

Underwriters Brokerage Services

2015 - 2015 (< 1 year)

The Leaders Group Inc

2014 - 2014 (< 1 year)

Ing Financial Partners Inc

2014 - 2015 (1 year)

Voya Financial Advisors

Disclosures

Please visit the SEC profile of Stefan Cherneski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tlg Advisors, Inc

Daniel Barajas
Littleton, CO
Andrew Mitchell
Leawood, KS
Michael Wayda
New Orleans, LA
James Tanksley
Atlanta, GA
Paul Neri
Littleton, CO
Donald Baran
Littleton, CO
Douglas Gerrard
Miami Beach, FL
Christopher Diodato
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started