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Robert Amoruso

Tlg Advisors, INC.
17 Years of Experience
Los Angeles, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Robert Amoruso is a registered investment advisor at Tlg Advisors, INC., based in Los Angeles, CA, with 17 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Tlg Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2049 Century Park E, Suite 1940, Los Angeles, CA, 90067

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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
View Full SEC ReportHow to Read Disclosures
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 · 5 yrs 3 mos
Tlg Advisors, INC.
July 2021 - Present · 5 yrs 3 mos
The Leaders Group, INC.Broker
July 2021 - Present · 5 yrs 3 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.
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