AI
Anthony S. Ivener
TLG ADVISORS
RESTON, VA 20191
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CRD#: 2783871
AI
Professional summary
Anthony Steven Ivener, who also goes by Anthony Steven Invener, Anthony Steven Invever, is a registered financial advisor currently at TLG ADVISORS, INC. located in Reston, Virginia and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Anthony has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Steven Invener | Anthony Steven Invever
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.) IVENER MANAGEMENT GROUP - 7/1/2010 - 1875 Campus Commons Drive, #205, Reston, VA 20191 - President/Consulting Company, president and consultant, best practices and succession planning for closely held businesses, Not Invt Rel, 140 hrs/mo; 100 hrs/mo (during trading hours). 2.) SALEM INVESTMENT PARTNERS III - 6/1/2012 - 10606 Samaga Drive, Oakton, VA 22124 - Ownership in LP, Investor in LLC, LP, Not Invt Rel, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) ADVISORY LLC - 7/1/2010 - 1875 Campus Common Drive, #205, Reston, VA 20191 - Life Insurance Agent and Member, procure life insurance and referral based revenue share of other products and services, entity to facilitate life insurance commissions and revenue share of other products and services, Not Invt Rel, 50 hrs/mo; 50 hrs/mo (during trading hours). 4.) Ivener Management Group LLC - 6/22/2017 - 1875 Campus Commons Drive, #205, Reston, VA 20191 - Per request of client, I will provide consulting services and be a client liaison, Member and Lead Consultant, to provide and assemble financial analysis, a 2% to 2.5% of the transaction value and bill hours, not invt rel, 15 hrs/mo; 15 hrs/mo (during trading hours). 5.) TLG ADVISORS INC - 4/25/2018 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours). 6.) ANTHONY S IVENER TRUSTEE - 11/28/2021 - 1875 Campus Commons Dr #205, Reston, VA 20191 - Trustee - Trustee duties to select non TLG clients, Not Inv't Rel, 6 hrs/mo; 6 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Steven Ivener'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
April 25, 2018 - Present
TLG ADVISORS, INC.
Office #1: 1875 Campus Commons Drive Suite 205, Reston, VA 20191RIA
CRD#: 111052
RESTON, VA
Current
July 21, 2015 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
January 21, 2014 - July 20, 2015
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
RESTON, VA
Past
June 3, 2011 - January 28, 2014
OSAIC WEALTH, INC.
BD
CRD#: 23131
MCLEAN, VA
Past
July 2, 2004 - December 31, 2006
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
VIENNA, VA
Past
June 26, 2001 - October 8, 2003
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
January 29, 1997 - June 25, 2001
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
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
Arizona(7/21/2015)
RR
California(4/13/2021)
RR
District of Columbia(7/21/2015)
RR
Florida(7/21/2015)
RR
Hawaii(4/9/2025)
RR
Maryland(7/21/2015)
RR
Virginia(7/21/2015)
IAR
Virginia(4/25/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product 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.
