Daniel C. Tarlas

ASSET CONSULTING GROUP

Clayton, MO 63105

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CRD#: 1189379

Professional summary

Daniel Christopher Tarlas, who also goes by Dan Tarlas, Daniel Tarlas, is a registered financial advisor currently at ASSET CONSULTING GROUP, LLC located in Clayton, Missouri.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Daniel has worked at 5 firms and has passed the Series 63, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Tarlas | Daniel Tarlas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Christopher Tarlas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 21, 1995 - Present

ASSET CONSULTING GROUP, LLC

Office #1: 231 South Bemiston Avenue 14th Floor, Clayton, MO 63105

RIA

CRD#: 107574

Clayton, MO

Past

May 23, 1995 - September 12, 1997

ACG SECURITIES, LLC

CRD#: 37968

Past

June 1, 1992 - May 24, 1995

TRADERS INSTITUTIONAL SECURITIES, INC.

CRD#: 24183

Past

September 26, 1986 - April 14, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 23, 1983 - October 15, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSET CONSULTING GROUP, LLC

ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA

Registered Investment Advisory firm - (6/20/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/10/1995)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/27/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 11/10/1983

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

Current Firm

ASSET CONSULTING GROUP, LLC

ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA

Registered Investment Advisory firm - (6/20/1991 Approved)

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Contact information

Main Address

231 South Bemiston Avenue 14th Floor, Clayton, MO 63105

Mailing Address

Phone number

(314) 862-4848

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSET CONSULTING GROUP, LLC (7/14/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 781,677,701

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/11/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Daniel C. Tarlas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Christopher Tarlas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACG SECURITIES, LLC

TRADERS INSTITUTIONAL SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ASSET CONSULTING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/27/1983

Series 5

Date: 11/10/1983

Series 7

Date: 9/17/1983

Current Firm

ASSET CONSULTING GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASSET CONSULTING GROUP, LLC

TRUST BUT VERIFY

Contact information

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