Richard Louis Cretella

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → Present
  Northeast Brokerage, Inc.
  Glastonbury, CT
• 03/2011 → Present
  Simplicity Investments Inc.
  Summit, NJ

Other Businesses

1.) NORTHEAST BROKERAGE, INC - 8/1/2007 - 124 Hebron Ave. Suite 3F Glastonbury, CT 06033 - President, sales of fixed insurance products, fixed insurance, long term care and disability sales, Not Invt Rel, 200 hrs/mo; 200 hrs/mo (during trading hours). 2.) REAL ESTATE RENTAL PROPERTIES - 1/1/2018 - 100 White Birch Drive, Guilford, CT 06437 - Owner, manage properties, House with in law apartment, Not Invt Rel, 1 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 2/7/2023 - 475 Springfield Avenue, Summit, NJ 07901 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-20
• S63 Uniform Securities Agent State Law Examination
  1999-05-12

Other Names

• Rex Cretella
• Richard L Cretella