RA
RA

Robert Amoruso

16 Years of Experience
Summit, NJ
2 DisclosuresBrokerSells Insurance

Robert Amoruso is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 16 years of industry experience. Robert 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 (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2017
Denied
Customer Dispute
August 2016
Denied
Other Business ActivitiesSells Insurance

Robert is the CEO of Gideon, an investment-related and insurance business, dedicating full-time hours. He is also a passive member of FFR Membership, a pass-through entity/producer group for life insurance and annuity products, and an IAR Rep with TLG Advisors Inc, spending a few hours per week.

Employment History
Current Registrations
The Leaders Group, INC.
July 2021 - Present · 4 yrs 10 mos
Tlg Advisors, INC.
July 2021 - Present · 4 yrs 10 mos
The Leaders Group, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
M Holdings Securities, INC.
July 2016 - July 2021 · 5 yrs
M Holdings Securities, INC.Broker
July 2016 - July 2021 · 5 yrs
AXA Advisors, LLC
October 2009 - July 2016 · 6 yrs 9 mos
AXA Advisors, LLCBroker
July 2009 - July 2016 · 7 yrs
State Registrations42 states
ALAZCACOCTDCDEFLGAHIIAILINKYMAMDMEMIMNMTNCNDNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
Robert Amoruso - Financial Advisor | TrueAdvisor