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John Rousos

41 Years of Experience
Summit, NJ
1 DisclosureBrokerSells Insurance

John Rousos is a registered investment advisor at Tlg Advisors, INC., based in Summit, NJ, with 41 years of industry experience. John 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 (1)
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.
Regulatory
March 1991
Final
Other Business ActivitiesSells Insurance

John works as a wholesaler and in insurance sales for FSG, dedicating full-time hours. He is also an IAR Rep for TLG Advisors Inc, but spends no time on this role.

Employment History
Current Registrations
Tlg Advisors, INC.
January 2023 - Present · 3 yrs 4 mos
The Leaders Group, INC.
January 2023 - Present · 3 yrs 4 mos
The Leaders Group, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
July 2020 - December 2022 · 2 yrs 5 mos
Securities America, INC.Broker
July 2020 - December 2022 · 2 yrs 5 mos
Investacorp Advisory Services INC
February 2016 - July 2020 · 4 yrs 5 mos
Investacorp, INC.Broker
February 2016 - July 2020 · 4 yrs 5 mos
NFP Advisor Services, LLC
May 2010 - December 2015 · 5 yrs 7 mos
NFP Advisor Services, LLCBroker
April 2010 - December 2015 · 5 yrs 8 mos
Suntrust Investment Services, INC.
August 2006 - July 2009 · 2 yrs 11 mos
Suntrust Investment Services, INC.Broker
May 2006 - July 2009 · 3 yrs 2 mos
Bb&t Investment Services, INC.Broker
March 2004 - April 2006 · 2 yrs 1 mo
Wachovia Securities, LLCBroker
October 2000 - January 2004 · 3 yrs 3 mos
First Union Brokerage Services, INC.Broker
September 1996 - October 2000 · 4 yrs 1 mo
Bhcm INC.Broker
February 1995 - October 1995 · 8 mos
Gna Securities, INC.Broker
January 1993 - February 1995 · 2 yrs 1 mo
Phoenix Equity Planning CorporationBroker
February 1991 - June 1992 · 1 yr 4 mos
The Equitable Life Assurance Society of the United StatesBroker
February 1984 - December 1990 · 6 yrs 10 mos
Equico Securities, INC.Broker
January 1984 - December 1990 · 6 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1981 - December 1990 · 9 yrs 5 mos
Equico Securities, INC.Broker
July 1981 - January 1984 · 2 yrs 6 mos
State Registrations4 states
ILNCSCVA
AdvisorBroker

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.