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Phillip John Bucaro

TLG Advisors, Inc.

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About Phillip John Bucaro

Phillip Bucaro is an investment advisor representative at TLG Advisors, Inc. Phillip has been in the financial services industry since 1994. Phillip has a broad background in the financial services industry, with experience in various roles at different firms. Phillip currently holds a Series 63, Series 65, and Series 7 licenses and is a Registered Principal with Series 24 and Series 26 registrations. Phillip has experience working with high net worth individuals, businesses, and institutions. Phillip provides a variety of financial services, including portfolio management, financial planning, and investment advisory services.

Firm Information

Phillip Bucaro is currently registered with TLG Advisors, Inc.. TLG Advisors, Inc. is a Littleton, CO-based investment advisor with $1 billion to $10 billion in assets under management. The firm offers portfolio management, financial planning, and pension consulting to individuals, corporations, pension funds, and charitable organizations. TLG Advisors, Inc. also provides placement services for institutional funds and other investment advisory services. The firm has over 260 registered representatives and advisors serving clients nationwide.
TLG Advisors, Inc.

26 WEST DRY CREEK CIRCLE

LITTLETON, CO 80120

$1.66B

Assets Under Management

38

Total Clients

257

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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placement of institutional funds

Placement of institutional funds

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Phillip Bucaro’s Registration & Firm History

CO

05/06/2013 - Present

TLG Advisors, Inc. (LITTLETON CO)

IL

10/04/1996 - 07/15/2011

PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)

CA

12/14/1994 - 05/24/1995

BARABAN SECURITIES, INC. (LOS ANGELES CA)

NY

12/05/1994 - 12/23/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CO

06/02/1993 - 11/08/1994

COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)

NY

03/02/1993 - 06/04/1993

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

CO

01/25/1993 - 03/04/1993

COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)

CO

10/23/1991 - 01/25/1993

KOBER FINANCIAL CORP. (ENGLEWOOD CO)

CO

09/27/1991 - 10/29/1991

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 03/29/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/14/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Phillip John Bucaro. Review regulatory record here.
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