RC
ChFC
RC
ChFC

Roy Cranman

43 Years of Experience
Summit, NJ
BrokerSells Insurance

Roy Cranman is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 43 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
311 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.

Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.

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Location

475 Springfield Ave, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Roy owns Capital Creation & Protection Inc (dba Wealth Risk Management) where he works full-time selling fixed life, disability, LTC, and group life, dental, and LTD insurance. He is also an IAR Rep and Investment Rep with TLG Advisors, Inc, dedicating a few hours per week to this role.

Employment History
Current Registrations
Tlg Advisors, INC.
March 2020 - Present · 6 yrs 2 mos
The Leaders Group, INC.
September 2011 - Present · 14 yrs 8 mos
The Leaders Group, INC.Broker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
NFP Securities, INC.Broker
August 2010 - September 2011 · 1 yr 1 mo
Hartford Equity Sales Company INC.Broker
June 2007 - August 2010 · 3 yrs 2 mos
Securities America Advisors, INC.
April 2005 - April 2007 · 2 yrs
Securities America, INC.Broker
April 2005 - April 2007 · 2 yrs
Fsc Securities Corporation
September 2003 - April 2005 · 1 yr 7 mos
Fsc Securities CorporationBroker
February 2000 - April 2005 · 5 yrs 2 mos
Nathan & Lewis Securities, INC.Broker
August 1993 - February 2000 · 6 yrs 6 mos
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - February 1991 · 7 yrs 8 mos
MML Investors Services, INC.Broker
August 1982 - August 1993 · 11 yrs
Massachusetts Mutual Life Insurance CompanyBroker
February 1982 - January 1988 · 5 yrs 11 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.