Phillip Bucaro
Phillip Bucaro is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 31 years of industry experience. Phillip 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
475 Springfield Ave, Summit, NJ, 07901
Get directionsHistory
Regulatory History (2)
Regulatory
September 2014Employment Separation After Allegations
June 2011Other Business ActivitiesSells Insurance
Phillip is involved with Kapple & Apple Ins Benefits & Fin Svcs and Resource Insurance & Financial Group, providing insurance and investment products to small businesses, dedicating about half his time to each. He also refers clients to Cornerstone Financial Group for P&C business and works as an IAR Rep with TLG Advisors, Inc., spending a few hours per week on each.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Baraban Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cohig & Associates, INC.Broker
Thomas James Associates, INC.Broker
Cohig & Associates, INC.Broker
Kober Financial CORP.Broker
Chatfield Dean & CO., INC.Broker
State Registrations5 states
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.