NF
Noah R. Fitzgerald
TLG ADVISORS
Raliegh, NC 27609
Some features on this profile are disabled
CRD#: 7496876
NF
Professional summary
Noah Robert Fitzgerald is a registered financial advisor currently at TLG ADVISORS, INC. located in Raliegh, North Carolina and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Noah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Noah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1.) CONTRACT DELIVERY DRIVER - 9/1/2022 - 104 Creedmoor Road, Stem, NC 27581 - Driver, Deliver items ordered by contract, Not Invt Rel, Contract delivery driver, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) GRIFFIN DISTRIBUTION PARTNERS LLC - 3/1/2021 - 700 Spring Forest Road, Suite 227, Raleigh, NC 27609 - Agent, Insurance sales, Not Invt Rel, Insurance business, 80 hrs/mo; 80 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 12/5/2022 - 475 Springfield Avenue, Summit, NJ 07901 - RA, Invt Rel, IAR business, 10 hrs/mo; 10 hrs/mo (during trading hours). 4.) CARDINAL GIBBONS HIGH SCHOOL FOOTBALL COACH - 8/8/2025 - 1401 Edwards Mill Rd Raleigh, NC 27607 - Junior Varsity Offensive Line Coach, Responsible for coaching and improving the offensive line position group. Using my collegiate level football experience to prepare the junior varsity players for varsity and college level football, Not Invt Rel, 46 hrs/mo; 2 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Noah Robert Fitzgerald'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
December 5, 2022 - Present
TLG ADVISORS, INC.
Office #1: 700 Spring Forest Road, Suite 227, Raliegh, NC 27609RIA
CRD#: 111052
Raliegh, NC
Current
December 5, 2022 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
June 24, 2022 - November 21, 2022
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
Raleigh, NC
Past
March 31, 2022 - November 21, 2022
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Raleigh, NC
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
District of Columbia(10/23/2023)
RR
Indiana(5/2/2024)
RR
Massachusetts(6/21/2023)
RR
New York(3/15/2023)
RR
North Carolina(12/5/2022)
IAR
North Carolina(12/5/2022)
RR
South Carolina(3/15/2023)
RR
Texas(12/5/2022)
RR
Virginia(12/5/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/31/2022
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TLG ADVISORS, INC.
CRD#: 111052Raliegh, NC 27609TRUST BUT VERIFY
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