Miguel
Castaneda
Tlg Advisors, Inc
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About this Advisor
Miguel Castaneda is a chartered financial consultant who works out of Elkins Park, Pennsylvania, who has 1 year of industry experience. Castaneda is an advisor for Tlg Advisors, Inc. Over the course of their career, they have held roles at Pnc Bank, Pnc Investments LLC, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Concourse Financial Group (Fka Proequities, Inc), Arrival Point Financial, (Dba) Cornerstone Investments and The Leaders Group Inc. Castaneda maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Tlg Advisors, Inc is an advisory firm that has its headquarters in Littleton, CO. It has offices in 96 locations and a total of 264 financial advisors. It manages $2 billion in assets under management across its 7,160 accounts, placing it among the biggest firms in the nation by assets under management. Of its 7,160 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. The business offers a broad set 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 depend on which service is provided. Fees charged by Tlg Advisors, Inc can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1,620,548,890
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
264
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
7,160
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$226,334
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
Miguel Castaneda Work History
Miguel has been registered as a financial advisor for 1 years.*
The Leaders Group Inc
Arrival Point Financial
(Dba) Cornerstone Investments
Concourse Financial Group (Fka Proequities, Inc)
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Pnc Bank
Pnc Investments LLC
*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 Miguel Castaneda 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
Minneapolis, MN
Owings Mills, MD
Littleton, CO
Littleton, CO
Pittsburgh, PA
Littleton, CO
Littleton, CO
Encino, CA
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