Christopher I. Diodato
TLG ADVISORS
PITTSBURGH, PA 15222
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CRD#: 5931086
Professional summary
Christopher Ian Diodato, CFP®, who also goes by Chris Diodato, is a registered financial advisor currently at TLG ADVISORS, INC. located in Pittsburgh, Pennsylvania and WELLTH FINANCIAL PLANNING located in Palm Beach Gardens, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Debt Management
Investment Planning
Retirement Planning
Budgeting
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes
Aliases
Chris Diodato
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.) UNION BRIDGE CAPITAL - 7/1/2018 - 800 WATERFRONT DRIVE, 3RD FLOOR, PITTSBURGH, PA 15222 - ADVISOR, SALES, INVT REL, INSURANCE BUSINESS, 160 HRS/MO; 160 HRS/MO. 2.) TLG ADVISORS, INC - 1/1/2018 - 26 W DRY CREEK CIRCLE, SUITE 800, LITTLETON, CO 80120 - IAR REP, INVT REL, IAR BUSINESS, 160 HRS/MO; 160 HRS/MO. 3.) CANTILEVER WEALTH MANAGEMENT, LLC - 7/1/2018 - 800 WATERFRONT DRIVE, 3RD FLOOR, PITTSBURGH, PA 15222 - PORTFOLIO MANAGER, INVT REL, INSURANCE BUSINESS, 160 HRS/MO; 160 HRS/MO. 4.) WELLth Financial Planning - 9/23/2020 - 821 Sanctuary Cove Drive, North Palm Beach, FL 33410 - Principal, operating a fee only RIA, Inv't Rel, Registered Investment Advisor, 160 Hrs/Mo; 120 Hrs/mo (during trading hours). 5.) Independent Dance Instructor - 4/14/2024 - 801 Maplewood Drive, Suite 22a, Jupiter FL 33458 - Teacher, operating a fee only RIA, Inv't Rel, Teaching salsa dancing classes once or twice per week, 6 Hrs/Mo; 0 Hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Ian Diodato'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®
CFP®
Start date: 2020
Experience
Current
January 4, 2018 - Present
TLG ADVISORS, INC.
Office #1: 800 Waterfront Drive 3rd Floor, Pittsburgh, PA 15222RIA
CRD#: 111052
PITTSBURGH, PA
Current
January 4, 2021 - Present
WELLTH FINANCIAL PLANNING
RIA
CRD#: 310300
Palm Beach Gardens, FL
Past
January 15, 2018 - October 18, 2022
THE LEADERS GROUP, INC.
BD
CRD#: 37157
Pittsburgh, PA
Past
November 17, 2015 - April 20, 2016
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
Palm Beach Gardens, FL
Past
November 6, 2015 - April 20, 2016
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Palm Beach Gardens, FL
Past
March 11, 2015 - October 13, 2015
LEGEND ADVISORY, LLC
RIA
CRD#: 104761
PALM BEACH GARDENS, FL
Past
March 6, 2015 - October 13, 2015
LEGEND EQUITIES CORPORATION
BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past
March 27, 2014 - January 16, 2015
MORGAN STANLEY
RIA
CRD#: 149777
CAMP HILL, PA
Past
February 20, 2014 - January 16, 2015
MORGAN STANLEY
BD
CRD#: 149777
CAMP HILL, PA
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.Highlighted states indicate IAR registrations
IAR
Florida(8/4/2021)
IAR
Louisiana(11/7/2023)
IAR
Pennsylvania(1/4/2018)
IAR
Texas(10/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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.
