Ervis Mellani, CFP, CHFC, CLU | 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.

Ervis Mellani, CFP®, ChFC®, CLU® was a registered financial professional .

Ervis is a previously registered financial professional and started their career in finance in 2008. Ervis had worked at 7 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

No

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.

The advisor shows no other business activity.

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®

CFP^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Past

August 15, 2024 - December 31, 2025

TLG ADVISORS, INC.

RIA

CRD#: 111052

Lakewood, OH

Past

August 14, 2024 - December 31, 2025

THE LEADERS GROUP, INC.

BD

CRD#: 37157

SUMMIT, NJ

Past

February 24, 2023 - August 6, 2024

P.J. ROBB VARIABLE, LLC

BD

CRD#: 38339

MEMPHIS, TN

Past

October 5, 2020 - January 10, 2023

LPL FINANCIAL LLC

BD

CRD#: 6413

CLEVELAND, OH

Past

September 16, 2019 - May 11, 2020

SAYBRUS EQUITY SERVICES, LLC

BD

CRD#: 153319

HARTFORD, CT

Past

January 2, 2015 - September 16, 2019

THE LEADERS GROUP, INC.

BD

CRD#: 37157

SUMMIT, NJ

Past

March 22, 2014 - December 31, 2014

FARMERS FINANCIAL SOLUTIONS, LLC

BD

CRD#: 103863

INDEPENDENCE, OH

Past

June 30, 2008 - May 22, 2009

PRUCO SECURITIES, LLC.

BD

CRD#: 5685

MAYFIELD HEIGHTS, OH

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

RR

Series 63

Date: 5/10/2014

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 6

Date: 3/22/2014

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

RR

Series 26

Date: 5/23/2014

Investment Company Products/Variable Contracts Principal 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

Ervis Mellani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

THE LEADERS GROUP, INC.

P.J. ROBB VARIABLE, LLC

LPL FINANCIAL LLC

SAYBRUS EQUITY SERVICES, LLC

THE LEADERS GROUP, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

TLG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/2014

SIE

Date: 10/1/2018

Series 6

Date: 3/22/2014

Series 26

Date: 5/23/2014

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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Contact information

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