Adviser and broker representative · Tlg Advisors, Inc.
Grant Morgan
CRD 7322348 · Fargo, ND
At a glance
Grant Morgan is an investment adviser representative with Tlg Advisors, Inc. in Fargo, ND, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grant’s SEC record dates to 2021, about 5 years ago. Grant is also registered as a broker representative.
Current advisory firm
- Tlg Advisors, Inc.Since August 2025Fargo, ND · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Grant’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.