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BL

Benyamin N. Levy

TLG ADVISORS
Radnor, PA 19087
Some features on this profile are disabled
CRD#: 4599374
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Professional summary

Benyamin N Levy, who also goes by Ben Levy, Benyamin N. Levy, Benyamin Levy, is a registered financial advisor currently at TLG ADVISORS, INC. located in Radnor, Pennsylvania and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Benyamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Benyamin has worked at 10 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE, Series 6, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ben Levy | Benyamin N. Levy | Benyamin Levy

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 Benyamin N Levy'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

March 18, 2026 - Present

TLG ADVISORS, INC.

Office #1: 201 King Of Prussia Road Suite 650, Radnor, PA 19087
RIA
CRD#: 111052
Radnor, PA
Current

March 19, 2026 - Present

THE LEADERS GROUP, INC.

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

April 20, 2023 - February 27, 2025

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
CONSHOHOCKEN, PA
Past

April 14, 2023 - February 27, 2025

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

June 3, 2020 - January 30, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Exton, PA
Past

January 22, 2018 - January 30, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Exton, PA
Past

April 23, 2012 - July 31, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
BLUE BELL, PA
Past

April 11, 2012 - July 31, 2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
BLUE BELL, PA
Past

April 7, 2011 - May 9, 2011

LINCOLN INVESTMENT

RIA
CRD#: 519
JENKINTOWN, PA
Past

July 6, 2010 - May 9, 2011

LINCOLN INVESTMENT

BD
CRD#: 519
JENKINTOWN, PA
Past

June 10, 2008 - November 3, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

June 7, 2008 - November 3, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

March 7, 2007 - March 4, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BLUE BELL, PA
Past

March 6, 2007 - March 4, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BLUE BELL, PA
Past

June 6, 2006 - December 6, 2006

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LAKE SUCCESS, NY
Past

January 3, 2006 - March 10, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WHITE PLAINS, NY
Past

March 2, 2005 - March 10, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WHITE PLAINS, NY
Past

October 23, 2003 - December 2, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
(3/23/2026)
RR
Georgia
(4/20/2026)
RR
New York
(3/20/2026)
RR
North Carolina
(4/20/2026)
IAR
Pennsylvania
(3/18/2026)
RR
Pennsylvania
(3/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/24/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/22/2018
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 4/27/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/22/2003
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)
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)

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#: 111052Radnor, PA 19087

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