Grace Baecher

Financial advisor at Tlg Advisors, Inc. · New York, NY

Last updated 2026-10-10

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Grace Baecher is a financial advisor at Tlg Advisors, Inc. in New York, NY, CRD 6940614. Licenses and exams on the registration: Series 66. First registered 2019-10-24.

Registration

CRD number
6940614
Registration status
Active
First registered
2019-10-24
Years of experience
11
States registered
NY

Licenses and exams

  • Series 66

Work history

  • 2018-06 to 2018-08 · Citigroup · New York, NY
  • 2015-06 to 2019-05 · University of Florida · Gainesville, FL
  • 2019-07 to 2022-04 · Citigroup · New York, NY
  • 2017-05 to 2017-07 · Fogel Capital Management · Stuart, FL
  • 2022-05 to 2024-06 · J.P. Morgan Securities LLC · New York, NY
  • 2022-05 to 2024-06 · Jpmorgan Chase Bank, N.A. · New York, NY
  • 2018-01 to 2020-12 · Ruffalo Noel Levitz · Gainesville, FL
  • 2026-01 to Present · The Leaders Group Inc, Dba: Simplicity Investments · Summit, NJ
  • 2025-12 to Present · Vanbridge, An Epic Company · New York, NY
  • 2025-09 to 2025-11 · Unemployed · Manhattan, NY
  • 2024-07 to 2025-09 · Tripost Capital Partners · New York, NY

Current employment

SEC IAPD record for Grace Baecher

Tlg Advisors, Inc.

Regulatory AUM
$2,295,865,632
Registered advisors
300
Offices
246
Clients per advisor
17.2 (Low)
Average AUM per client
$444.8K (Low)
High-net-worth client ratio
5.8% (Low)

Tlg Advisors, Inc.: advisors, services and reported ETF investments

What this firm offers

Filed by Tlg Advisors, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency

Location

1140 Avenue of the Americas, New York, NY 10036

1 advisor at this office.

Tlg Advisors office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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