PB
Phillip J. Bucaro
TLG ADVISORS
Arlington Heights, IL 60005
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CRD#: 2171289
PB
Professional summary
Phillip John Bucaro is a registered financial advisor currently at TLG ADVISORS, INC. located in Arlington Heights, Illinois and THE LEADERS GROUP, INC. located in Arlington Heights, Illinois.
Phillip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Phillip has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 26 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) KAPPLE & APPLE INS BENEFITS & FIN SVCS - 8/9/2011 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - Salesmen, provide ins and inv products to small businesses, sell variable investments to kappel and apple clients, Invt Rel, 80-120 hrs/mo;3 hrs/mo (during trading hours). 2.) RESOURCE INSURANCE & FINANCIAL GROUP - 8/9/2016 - 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005 - Salesman, provide ins and inv products to small businesses, sell variable products through TLG and representing resource insurance and financial group, Invt Rel, 80-120 hrs/mo;4 hrs/mo (during trading hours). 3.) CORNERSTONE FINANCIAL GROUP, INC - 10/1/2015 - 57 E Hattendorf Avenue, Unit #160, Roselle, IL 60172 - Sales Referrals, refer clients to Cornerstone Financial Group to process P&C business, referral of P&C business, Not Invt Rel, 2 hrs/mo;0 hrs/mo (during trading hours). 4.) TLG ADVISORS, INC. - 5/3/2013 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo;10 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Phillip John Bucaro'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
May 6, 2013 - Present
TLG ADVISORS, INC.
Office #1: 85 W Algonquin Road, Suite 395, Arlington Heights, IL 60005RIA
CRD#: 111052
Arlington Heights, IL
Current
August 29, 2012 - Present
THE LEADERS GROUP, INC.
Office #1: 85 W Algonquin Road Suite 395, Arlington Heights, IL 60005BD
CRD#: 37157
Arlington Heights, IL
Past
June 18, 2001 - July 15, 2011
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
DOWNERS GROVE, IL
Past
October 4, 1996 - July 15, 2011
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
DOWNERS GROVE, IL
Past
December 14, 1994 - May 24, 1995
INTERFIRST CAPITAL CORPORATION
BD
CRD#: 7659
LOS ANGELES, CA
Past
December 5, 1994 - December 23, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
June 2, 1993 - November 8, 1994
GLOBAL CAPITAL SECURITIES CORPORATION
BD
CRD#: 16184
ENGLEWOOD, CO
Past
March 2, 1993 - June 4, 1993
H.J. MEYERS & CO., INC.
BD
CRD#: 15609
ROCHESTER, NY
Past
January 25, 1993 - March 4, 1993
GLOBAL CAPITAL SECURITIES CORPORATION
BD
CRD#: 16184
ENGLEWOOD, CO
Past
October 23, 1991 - January 25, 1993
KOBER FINANCIAL CORP.
BD
CRD#: 17551
ENGLEWOOD, CO
Past
September 27, 1991 - October 29, 1991
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
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
Florida(3/9/2023)
RR
Illinois(8/29/2012)
IAR
Illinois(5/6/2013)
RR
Minnesota(6/26/2015)
RR
South Carolina(3/1/2023)
RR
Wisconsin(1/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TLG ADVISORS, INC.
CRD#: 111052Arlington Heights, IL 60005TRUST BUT VERIFY
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