MT
Michael M. Talbot
TLG ADVISORS
NEW ORLEANS, LA 70170
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CRD#: 1296293
MT
Professional summary
Michael Merritt Talbot, who also goes by M. Merritt Talbot, Michael Merritt Talbot, M Merritt Talbot, Merritt Talbot, is a registered financial advisor currently at TLG ADVISORS, INC. located in New Orleans, Louisiana and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Michael has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
M. Merritt Talbot | Michael Merritt Talbot | M Merritt Talbot | Merritt Talbot
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.
1.) CAPITAL INVESTMENT MANAGEMENT - 11/1/2023 - 201 St Charles Avenue, Suite 4207, New Orleans, LA 70170 - Director of Business Development, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) HARRY'S DIVE SHOP - 11/15/2012 - 4709 Airline Drive, Metairie, LA - Instructor, Teaching scuba diving, Not Invt Rel, Scuba diving instructor, 15 hrs/mo; 0 hrs/mo (during trading hours). 3.) HISTORIC HOLDINGS - 8/1/1999 - 5500 Tchoupitoulas Street, New Orleans, LA - Passive Owner, Review business reports, Not Invt Rel, Car wash & covenant store, 10 hrs/mo; 0 hrs /mo (during trading hours). 4.) TLG ADVISORS INC - 8/29/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Michael Merritt Talbot's 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®
NoneExperience
Current
September 3, 2025 - Present
TLG ADVISORS, INC.
Office #1: 201 St Charles Avenue, Suite 4207, New Orleans, LA 70170RIA
CRD#: 111052
NEW ORLEANS, LA
Current
September 2, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
August 10, 2022 - November 20, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
NEW ORLEANS, LA
Past
August 10, 2022 - November 20, 2023
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
NEW ORLEANS, LA
Past
November 2, 2017 - August 10, 2022
HANCOCK WHITNEY INVESTMENT SERVICES INC.
RIA
CRD#: 40637
NEW ORLEANS, LA
Past
November 2, 2017 - August 10, 2022
HANCOCK WHITNEY INVESTMENT SERVICES INC.
BD
CRD#: 40637
NEW ORLEANS, LA
Past
January 26, 2015 - October 2, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEW ORLEANS, LA
Past
January 26, 2015 - October 2, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
NEW ORLEANS, LA
Past
July 2, 2008 - October 10, 2013
CAPITAL ONE FINANCIAL ADVISORS LLC
RIA
CRD#: 127236
MELVILLE, NY
Past
May 31, 2008 - October 10, 2013
CAPITAL ONE INVESTMENT SERVICES LLC
BD
CRD#: 25658
WHARTON, TX
Past
June 2, 2006 - August 13, 2008
CAPITAL ONE INVESTMENTS, LLC
RIA
CRD#: 17526
NEW ORLEANS, LA
Past
May 3, 2002 - September 3, 2004
CAPITAL ONE INVESTMENTS, LLC
RIA
CRD#: 17526
NEW ORLEANS, LA
Past
September 9, 1992 - May 31, 2008
CAPITAL ONE INVESTMENTS, LLC
BD
CRD#: 17526
NEW ORLEANS, LA
Past
August 21, 1984 - August 26, 1992
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Louisiana(9/2/2025)
IAR
Louisiana(9/3/2025)
RR
New Jersey(9/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
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.
Company Information
TLG ADVISORS, INC.
CRD#: 111052New Orleans, LA 70170TRUST BUT VERIFY
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