Stefan
Cherneski

Tlg Advisors, Inc

CRD#6330118
Investment Advisor
in Littleton, CO

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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

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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

Steven Schaumberger
Littleton, CO
Daniel Barajas
Littleton, CO
Nathaniel Siegel
Littleton, CO
James Tanksley
Atlanta, GA
Paul Neri
Littleton, CO
Donald Baran
Littleton, CO
Catrina Beauchamp
Kingwood, TX
Douglas Gerrard
Miami Beach, FL

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.

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