President · TLG Advisors, Inc.
Sean D. Wickersham
CRD 4994630 · Named on Form ADV at 2 SEC-registered advisers
At a glance
TLG Advisors, Inc., an SEC-registered wealth manager based in Summit, NJ with $2.3 billion in regulatory assets, lists Sean D. Wickersham on its Form ADV as President, a control person. The SEC filings also name Sean at 1 other registered adviser.
Firms and roles
- TLG Advisors, Inc.PresidentWealth manager · Summit, NJ · $2.3B in regulatory assets
- Simplicity WealthBoard MemberAsset manager · Summit, NJ · $4.3B in regulatory assets
AtlasMembers
Sean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Zorah J. RileyChief Compliance Officer, TLG Advisors, Inc.
- Warren B. MannPrincipal Operations Officer, TLG Advisors, Inc.
- Bruce G. DonaldsonBoard Member, TLG Advisors, Inc.
- Erin B. McCannBoard Member, TLG Advisors, Inc.
- Mitchell M. LeidnerBoard Member, TLG Advisors, Inc.
5 more people named with Sean on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.