Kyle
Ciotti

Tlg Advisors, Inc

CRD#6920620
Investment Advisor
in Detroit, MI

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About this Advisor

Kyle Ciotti is a financial advisor based in Detroit, Michigan with 1 year of industry experience. Ciotti currently works for Tlg Advisors, Inc. Over the course of their career, they have held roles at The Home Depot, Gucci, Vaco, Mike'S Kentucky Kitchen, Spectra Imaging, Ciotti Fine Arts, Tree Care Inc, Virtue Capital Management, LLC, Pruco Securities LLC, Acsia Partners, LLC, The Prudential Insurance Company Of America, Annuity Marketing Services, Savatree, Arista Investments LLC and The Leaders Group Inc. Ciotti holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Tlg Advisors, Inc is a financial advisory firm operating out of Littleton, CO. The company has offices in 96 locations and a total of 264 advisors. It manages $2 billion in total assets among its 7,160 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets. Tlg Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which service is provided. Fees charged by Tlg Advisors, Inc can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Detroit, MI

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

MI Average: 28
Total Number of Accounts

7,160

MI Average: 1,101
Average Account Size

$226,334

MI Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Kyle Ciotti Work History

Kyle has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Annuity Marketing Services

2022 - Present (1 year)

The Leaders Group Inc

2021 - 2022 (1 year)

Savatree

2020 - 2020 (< 1 year)

Pruco Securities LLC

2020 - 2020 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2020 (1 year)

Acsia Partners, LLC

2018 - 2020 (2 years)

Virtue Capital Management, LLC

2018 - 2018 (< 1 year)

Tree Care Inc

2018 - 2018 (< 1 year)

Tree Care Inc

2018 - 2021 (3 years)

Arista Investments LLC

2016 - 2016 (< 1 year)

Spectra Imaging

2016 - 2017 (1 year)

Tree Care Inc

2015 - 2015 (< 1 year)

Vaco

2015 - 2016 (1 year)

Mike'S Kentucky Kitchen

2014 - 2015 (1 year)

Gucci

2014 - 2016 (2 years)

Ciotti Fine Arts

2013 - 2014 (1 year)

The Home Depot

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Ciotti 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

James Tanksley
Atlanta, GA
Patrick Norton
Littleton, CO
Margaret Barrett
Littleton, CO
Warren Mann
Littleton, CO
Travis Olszewski
Littleton, CO
David Ginsberg
Owings Mills, MD
Paul Shepherd
Cleveland, OH
Philip Roberts
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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