Advisor at TLG Advisors, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TLG Advisors, INC.
Location
Dublin, GA 31021
Credentials
Series 63, Series 65
Industry experience
13 years
Matthew Sweat is a financial advisor with TLG Advisors, Inc. in Dublin, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Equitable Advisors LLC, and M HOLDINGS SECURITIES, Inc. He is also the owner of M Sweat Financial Resources and Deep South Financial, managing non-investment related business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program.
Based on TLG Advisors, INC.
Based on TLG Advisors, INC.
$0 - $1,000,000: Not to exceed 1.75% Over $1,000,000+: Not to exceed 1.00%
Commissions may be earned by some IARs as registered representatives of affiliated broker-dealers; specific amounts not stated
Fixed or hourly fees for financial planning and consulting (specific amounts not stated)
Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting (specific amounts not stated)
306 Academy Avenue, Suite 106
Dublin, GA 31021
Georgia
The Leaders Group, Inc.
2021 - Present (5 years)
M Sweat Financial Resources
2020 - Present (6 years)
Equitable Advisors LLC
2020 - 2021 (1 year)
Lion Street Financial LLC
2019 - 2020 (1 year)
Southern Oak Advisory
2019 - 2020 (1 year)
Lion Street Advisors LLC
2019 - 2020 (1 year)
M HOLDINGS SECURITIES, Inc.
2013 - 2019 (6 years)
GFG Strategic Advisors - Formerly Grant Financial Group
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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