Robert Esposito

Financial advisor at Tlg Advisors, Inc. · Summit, NJ

Last updated 2026-10-10

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Robert Esposito is a financial advisor at Tlg Advisors, Inc. in Summit, NJ, CRD 7395337. Licenses and exams on the registration: Series 66. IAPD registration began 2021-11-01.

Registration

CRD number
7395337
Registration status
Active
IAPD registration
2021-11-01
Industry Experience
4 years
Work Experience
16 years
States registered
NJ

Licenses and exams

  • Series 66

Work history

  • 2010-08 to Present · USA Hockey · Colorado Springs, CO
  • 2017-09 to 2020-03 · Uber · Bridgewater, NJ
  • 2023-06 to 2025-03 · Regulus Financial Group, LLC · Kentwood, MI
  • 2023-06 to 2025-03 · Regal Investment Advisors, LLC · Kentwood, MI
  • 2021-11 to 2023-06 · Intervest International, Inc. · Colorado Springs, CO
  • 2021-08 to 2023-06 · Intervest International Equities Corporation · Morristown, NJ
  • 2025-03 to Present · The Leaders Group Inc · Summit, NJ
  • 2024-10 to 2025-03 · Cornerstone · Morristown, NJ

Current employment

SEC IAPD record for Robert Esposito

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

About

Robert Esposito is a financial advisor at Tlg Advisors, Inc. in Summit, NJ. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 16 years of reported work history. Reported roles include The Leaders Group Inc, USA Hockey, Cornerstone, Regulus Financial Group, LLC, among others.

SEC disclosures list additional business and community activities: 1: 2; 3.

Tlg Advisors, Inc.'s firm-level Form ADV reports 300 advisors across 246 offices; approximately 17.2 clients per advisor, average assets per client of $444,849, and regulatory AUM of $2.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

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

475 Springfield Ave, Summit, NJ 07901

301 advisors at this office.

Tlg Advisors office in Summit, NJ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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