YK
Yelena V. Kalashnikova
TLG ADVISORS
North Hills, CA
Some features on this profile are disabled
CRD#: 5765677
YK
Professional summary
Yelena V Kalashnikova, who also goes by Yelena V Kalashnikova, Yelena Kalashnikova, Yelena VIctoria Kalashnikova, is a registered financial advisor currently at TLG ADVISORS, INC. located in North Hills, California and THE LEADERS GROUP, INC. located in Tarzana, California.
Yelena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Yelena has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Yelena V Kalashnikova | Yelena Kalashnikova | Yelena Victoria Kalashnikova
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.) WESCOM - 2/1/17 - 123 S Marenga Avenue, 4th Floor, Pasadena, CA 91101 - Wealth Advisor, Wealth Advisor, Invt Rel, Financial business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) USA SWIMMING - 1/1/23 - Sanctioned swimming pools - Swim official, strock & turn certified, Officiating at USA swimming sanctioned swim meets, Not Invt Rel, USA Swimming, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 2/14/25 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Yelena V Kalashnikova'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
February 18, 2025 - Present
TLG ADVISORS, INC.
RIA
CRD#: 111052
North Hills, CA
Current
February 14, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 18801 Ventura Blvd Suite 207, Tarzana, CA 91356BD
CRD#: 37157
Tarzana, CA
Past
January 13, 2023 - February 18, 2025
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
Pasadena, CA
Past
January 13, 2023 - February 18, 2025
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
Pasadena, CA
Past
July 23, 2018 - February 6, 2023
WESCOM FINANCIAL SERVICES
RIA
CRD#: 125650
SHERMAN OAKS, CA
Past
February 6, 2017 - July 13, 2018
WESCOM FINANCIAL SERVICES
RIA
CRD#: 125650
SHERMAN OAKS, CA
Past
February 3, 2017 - February 6, 2023
WESCOM FINANCIAL SERVICES
BD
CRD#: 125650
SHERMAN OAKS, CA
Past
June 6, 2014 - February 16, 2017
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
LOS ANGELES, CA
Past
October 1, 2012 - February 16, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
LOS ANGELES, CA
Past
March 24, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SHERMAN OAKS, CA
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(4/7/2025)
RR
California(2/14/2025)
IAR
California(2/18/2025)
RR
North Carolina(4/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General 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
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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.
