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KZ

Kevin P. Zebrowski

TLG ADVISORS
Lavallette, NJ
Some features on this profile are disabled
CRD#: 5867100
KZ

Professional summary


Kevin Peter Zebrowski, who also goes by Kevin Zebrowski, is a registered financial advisor currently at TLG ADVISORS, INC. located in Lavallette, New Jersey and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kevin has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kevin Zebrowski

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.) PROTECTION RED LLC - 7/1/2021 - 12 Quimby Lane, Bernardsville, NJ 07924 - Founder/Owner, Provide investment solutions to firefighters and first responders, Not Invt Rel, Investment solutions business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) HEALTH INSURANCE - 3/1/2012 - 12 Quimby Lane, Bernardsville, NJ 07924 - Broker, Bring health insurance renewal options to a law firm, Not Invt Rel, Provide a health insurance to a small group, 1 hr/mo; 1 hr/mo (during trading hours). 3.) TLG ADVISORS INC - 3/26/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin Peter Zebrowski'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 27, 2025 - Present

TLG ADVISORS, INC.

RIA
CRD#: 111052
Lavallette, NJ
Current

March 26, 2025 - Present

THE LEADERS GROUP, INC.

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

June 27, 2023 - March 27, 2025

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
Morristown, NJ
Past

June 27, 2023 - March 27, 2025

REGULUS FINANCIAL GROUP, LLC

BD
CRD#: 150631
Morristown, NJ
Past

February 25, 2021 - June 27, 2023

INTERVEST INTERNATIONAL, INC.

RIA
CRD#: 111516
Morristown, NJ
Past

February 23, 2021 - June 27, 2023

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
Morristown, NJ
Past

March 12, 2019 - February 24, 2021

EQUITY SERVICES, INC.

RIA
CRD#: 265
MORRISTOWN, NJ
Past

March 11, 2019 - February 24, 2021

EQUITY SERVICES, INC.

BD
CRD#: 265
MORRISTOWN, NJ
Past

October 29, 2018 - March 12, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SADDLE BROOK, NJ
Past

September 27, 2018 - March 12, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SADDLE BROOK, NJ
Past

February 14, 2017 - September 10, 2018

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
EDISON, NJ
Past

December 21, 2016 - September 10, 2018

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
EDISON, NJ
Past

March 21, 2013 - December 20, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ISELIN, NJ
Past

December 6, 2010 - December 20, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ISELIN, NJ

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
Connecticut
(3/26/2025)
RR
Florida
(3/26/2025)
RR
Illinois
(3/26/2025)
RR
Maryland
(3/26/2025)
RR
New Jersey
(3/26/2025)
IAR
New Jersey
(3/27/2025)
RR
New York
(3/26/2025)
RR
North Carolina
(3/26/2025)
RR
Pennsylvania
(3/26/2025)
RR
South Carolina
(3/26/2025)
RR
Virginia
(3/26/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/11/2013
Uniform Investment Adviser Law Examination
State Security Law 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
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#: 111052Lavallette, NJ

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