Elizabeth
Quanaim

Tlg Advisors, Inc

CRD#6997368
Investment Advisor
in Hingham, MA

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About this Advisor

Elizabeth Quanaim is a financial advisor based in Hingham, Massachusetts, working with Tlg Advisors, Inc. Elizabeth has previously held positions at Guardian Life, Orange Theory Fitness, Junior Volleyball Association Of Austin, St. Stephen's Episcopal School, The University Of Texas At Austin - Intercollegiate Athletics, The University Of Texas - Intercollegiate Athletics, USA Volleyball, Park Avenue Securities, Sterling Resources LTD, The Leaders Group Inc, and Robin Glen. Elizabeth has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Elizabeth is part of Tlg Advisors, Inc, which operates out of Hingham, Massachusetts. 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 66

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

175 Derby Street, Suite 33
Hingham, MA 02043

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

MA Average: 28
Total Number of Accounts

5,935

MA Average: 1,101
Average Account Size

$279,920

MA 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

Elizabeth Quanaim Work History

2023 - Present (1 year)

Robin Glen

2022 - Present (2 years)

The Leaders Group Inc

2018 - Present (6 years)

Guardian Life

2001 - Present (23 years)

Junior Volleyball Association Of Austin

2022 - 2023 (1 year)

Sterling Resources LTD

2020 - 2022 (2 years)

Park Avenue Securities

2019 - 2022 (3 years)

St. Stephen'S Episcopal School

2017 - 2018 (1 year)

Orange Theory Fitness

2015 - 2016 (1 year)

The University Of Texas At Austin - Intercollegiate Athletics

2015 - 2022 (7 years)

Usa Volleyball

2010 - 2014 (4 years)

The University Of Texas - Intercollegiate Athletics

Disclosures

Please visit the SEC profile of Elizabeth Quanaim 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

Weldon Doe
Jackson, MS
Andrew Mitchell
Leawood, KS
Steven Schaumberger
Littleton, CO
James Tanksley
Atlanta, GA
Douglas Gerrard
Miami Beach, FL
Donald Baran
Littleton, CO
Catrina Beauchamp
Kingwood, TX
Michael Wayda
New Orleans, LA

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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