Salvatore Joseph Albanese | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Salvatore Joseph Albanese, who also goes by Sal Albanese, was a registered financial professional .

Salvatore is a previously registered financial professional and started their career in finance in 1997. Salvatore had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Sal Albanese

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.) TOPAZ ADVISORS - 11/10/2015 - 162 South Road, Londonderry, NH 03053 - Independent Insurance Agent, Insurance Sales, Not Invt Rel, Insurance Business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 12/22/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 5, 2024 - November 8, 2024

TLG ADVISORS, INC.

RIA

CRD#: 111052

Londonderry, NH

Past

November 15, 2023 - November 8, 2024

THE LEADERS GROUP, INC.

BD

CRD#: 37157

SUMMIT, NJ

Past

March 1, 2019 - November 20, 2023

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

Londonderry, NH

Past

March 1, 2019 - November 20, 2023

WOODBURY FINANCIAL SERVICES, INC.

BD

CRD#: 421

Londonderry, NH

Past

December 17, 2015 - March 1, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

CONCORD, NH

Past

December 17, 2015 - March 1, 2019

QUESTAR CAPITAL CORPORATION

BD

CRD#: 43100

CONCORD, NH

Past

September 15, 2000 - December 17, 2015

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

EXETER, NH

Past

February 24, 1997 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD

CRD#: 4095

EXETER, NH

Past

February 24, 1997 - December 17, 2015

MSI FINANCIAL SERVICES, INC.

BD

CRD#: 14251

EXETER, NH

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.

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 8/17/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 2/19/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 4/19/2011

General Securities Representative Examination

General Industry/Product Exam

RR

Series 6

Date: 2/20/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TA

TLG ADVISORS, INC.

CRD#: 111052 / SEC#: 801-60458

RIA

Registered Investment Advisory firm - (8/6/2001 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TLG ADVISORS FORM ADV BROCHURE 2025 (3/30/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Salvatore J. Albanese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE LEADERS GROUP, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

TLG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2000

Series 63

Date: 2/19/1997

SIE

Date: 10/1/2018

Series 7

Date: 4/19/2011

Series 6

Date: 2/20/1997

Current Firm

TLG ADVISORS, INC.

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TLG ADVISORS, INC.

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