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RL

Rachel M. Lage

TLG ADVISORS
Hingham, MA 02043
Some features on this profile are disabled
CRD#: 3214206
RL

Professional summary

Rachel M Lage, who also goes by Rachel Marie Alcibar-lage, Rachel Marie Chisholm, Rachel Marie Dipippa, Rachel Marie Lage, Rachel Lage, is a registered financial advisor currently at TLG ADVISORS, INC. located in Hingham, Massachusetts and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Rachel has worked at 19 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachel Marie Alcibar-Lage | Rachel Marie Chisholm | Rachel Marie Dipippa | Rachel Marie Lage | Rachel Lage

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 Rachel M Lage'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

February 11, 2026 - Present

TLG ADVISORS, INC.

Office #1: 14 Main Street, Hingham, MA 02043
RIA
CRD#: 111052
Hingham, MA
Current

February 3, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

July 7, 2025 - September 4, 2025

WALTON RE SECURITIES, LLC

BD
CRD#: 172024
SCOTTSDALE, AZ
Past

September 9, 2024 - June 27, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
MOBILE, AL
Past

May 13, 2024 - June 27, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MOBILE, AL
Past

September 20, 2023 - May 28, 2024

SKYWAY CAPITAL MARKETS, LLC

BD
CRD#: 124630
TAMPA, FL
Past

September 14, 2022 - January 25, 2023

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Louisville, KY
Past

April 19, 2022 - August 1, 2022

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
Scottsdale, AZ
Past

October 7, 2021 - March 28, 2022

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Phoenix, AZ
Past

July 1, 2021 - October 5, 2021

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
Scottsdale, AZ
Past

December 11, 2019 - June 14, 2021

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Phoenix, AZ
Past

August 11, 2015 - February 15, 2019

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
Phoenix, AZ
Past

February 7, 2014 - October 30, 2014

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

September 19, 2013 - October 22, 2013

GREAT PACIFIC SECURITIES

BD
CRD#: 29251
COSTA MESA, CA
Past

April 12, 2013 - June 4, 2013

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

July 14, 2010 - August 29, 2012

AMERICAN GENERAL DISTRIBUTORS, INC.

BD
CRD#: 37449
HOUSTON, TX
Past

March 8, 2010 - June 2, 2010

MFS FUND DISTRIBUTORS, INC.

BD
CRD#: 31052
PHOENIX, AZ
Past

September 1, 2009 - February 17, 2010

STONE & YOUNGBERG LLC

BD
CRD#: 795
PHOENIX, AZ
Past

October 2, 2007 - April 30, 2009

DIRECTED SERVICES LLC

BD
CRD#: 21675
WEST CHESTER, PA
Past

August 26, 2003 - October 2, 2007

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
SCOTTSDALE, AZ
Past

April 15, 2002 - January 7, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 8, 2000 - March 13, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

June 15, 2000 - September 14, 2000

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY

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
Alabama
(2/3/2026)
RR
Alaska
(2/3/2026)
RR
Arizona
(2/3/2026)
RR
Arkansas
(2/3/2026)
RR
California
(2/3/2026)
RR
Colorado
(2/3/2026)
RR
Connecticut
(2/3/2026)
RR
Delaware
(2/3/2026)
RR
District of Columbia
(2/3/2026)
RR
Florida
(2/3/2026)
RR
Georgia
(2/3/2026)
RR
Hawaii
(2/3/2026)
RR
Idaho
(2/3/2026)
RR
Illinois
(2/3/2026)
RR
Indiana
(2/3/2026)
RR
Iowa
(2/3/2026)
RR
Kansas
(2/3/2026)
RR
Kentucky
(2/3/2026)
RR
Louisiana
(2/3/2026)
RR
Maine
(2/3/2026)
RR
Maryland
(2/3/2026)
RR
Massachusetts
(2/3/2026)
IAR
Massachusetts
(2/11/2026)
RR
Michigan
(2/3/2026)
RR
Minnesota
(2/3/2026)
RR
Mississippi
(2/3/2026)
RR
Missouri
(2/3/2026)
RR
Montana
(2/3/2026)
RR
Nebraska
(2/3/2026)
RR
Nevada
(2/3/2026)
RR
New Hampshire
(2/3/2026)
RR
New Jersey
(2/3/2026)
RR
New Mexico
(2/3/2026)
RR
New York
(2/3/2026)
RR
North Carolina
(2/3/2026)
RR
North Dakota
(2/3/2026)
RR
Ohio
(2/4/2026)
RR
Oklahoma
(2/3/2026)
RR
Oregon
(2/3/2026)
RR
Pennsylvania
(2/3/2026)
RR
Puerto Rico
(2/3/2026)
RR
Rhode Island
(2/3/2026)
RR
South Carolina
(2/3/2026)
RR
South Dakota
(2/3/2026)
RR
Tennessee
(2/3/2026)
RR
Texas
(2/3/2026)
RR
Utah
(2/3/2026)
RR
Vermont
(2/3/2026)
RR
Virginia
(2/3/2026)
RR
Washington
(2/3/2026)
RR
West Virginia
(2/3/2026)
RR
Wisconsin
(2/3/2026)
RR
Wyoming
(2/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/5/2001
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 31
Date: 5/3/2002
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 6/14/2000
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,331
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#: 111052Hingham, MA 02043

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