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AB

Adriana O. Beltran Romeo

TLG ADVISORS
Fallbrook, CA
Some features on this profile are disabled
CRD#: 6896179
AB
Adriana Olivare Beltran RomeoTLG ADVISORS

Professional summary

Adriana Olivare Beltran Romeo, who also goes by Adriana Olivares Beltran-elquarati, Adriana Olivare Beltran-romeo, Adriana Olivares Beltran-romeo, Adriana Olivares Romeo, Adriana Romeo, is a registered financial advisor currently at TLG ADVISORS, INC. located in Fallbrook, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Adriana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Adriana has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Adriana Olivares Beltran-Elquarati | Adriana Olivare Beltran-Romeo | Adriana Olivares Beltran-Romeo | Adriana Olivares Romeo | Adriana Romeo

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 Adriana Olivare Beltran Romeo'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 12, 2026 - Present

TLG ADVISORS, INC.

RIA
CRD#: 111052
Fallbrook, CA
Current

March 11, 2026 - Present

THE LEADERS GROUP, INC.

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

September 27, 2023 - October 29, 2025

ASCENSUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 120632
Fallbrook, CA
Past

September 11, 2023 - October 29, 2025

ASCENSUS BROKER DEALER SERVICES, LLC

BD
CRD#: 36478
NEWTON, MA
Past

April 7, 2021 - May 19, 2023

ASCENSUS INVESTMENT ADVISORS, LLC

RIA
CRD#: 120632
Fallbrook, CA
Past

March 29, 2021 - May 19, 2023

ASCENSUS BROKER DEALER SERVICES, LLC

BD
CRD#: 36478
NEWTON, MA
Past

July 2, 2020 - March 26, 2021

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN DIEGO, CA
Past

October 17, 2019 - April 23, 2020

EDWARD JONES

RIA
CRD#: 250
ESCONDIDO, CA
Past

August 26, 2019 - April 23, 2020

EDWARD JONES

BD
CRD#: 250
ESCONDIDO, 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
California
(3/11/2026)
IAR
California
(3/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/24/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/1/2019
Securities Industry Essentials 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)
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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 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#: 111052Fallbrook, CA

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