Thavaselan Subramaniam

Employer firm

Turner Financial Group, Inc. CRD 134204

$230M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2012 → Present
  Real Time Management, Llc
  Tulsa, OK
• 03/2016 → 07/2021
  Claraphi Advisory Network, Llc
  Tulsa, OK
• 07/2021 → 06/2022
  Coastal Investment Advisors
  Wilmington, DE
• 06/2022 → 10/2023
  Claraphi Advisory Network, Llc Dba Seelan Wealth Strategies
  Tulsa, OK
• 11/2023 → Present
  Turner Financial Group, Inc. Dba Seelan Wealth Strategies
  Pace, FL
• 04/2016 → Present
  Advanced Tax Consulting, Llc
  Tulsa, OK
• 12/2019 → Present
  Green Hill Management
  Tulsa, OK
• 12/2019 → Present
  West East International Marketing And Consulting, Llc
  Tulsa, OK
• 01/2021 → Present
  S&Z Realty
  Tulsa, OK

Previous Registrations

• 2022-06-15 → 2023-12-12
  Claraphi Advisory Network, Llc
  Tulsa, OK
  Aliso Viejo, CA
• 2021-07-30 → 2022-06-15
  Realta Investment Advisors, Inc
  Wilmington, DE
  Tulsa, OK
• 2016-03-25 → 2021-07-29
  Claraphi Advisory Network, Llc
  Tulsa, OK
  Aliso Viejo, CA
  Tulsa, OK
• 1996-08-23 → 2012-06-18
  Lpl Financial Llc
  Tulsa, OK

Other Businesses

1) GREEN HILL MANAGEMENT, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, CONSULTANT, START DATE 12/18/2019, 2-3 HOURS PER WEEK DURING NON TRADING HOURS, ORGANIC CROP CONSULTING. 2) ADVANCED TAX CONSULTING, LLC, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, CONSULTANT, START DATE 4/18/2016, 5 HOURS PER WEEK DURING NORMAL TRADING HOURS, PROVIDE TAX SERVICES. 3) WEST EAST INTERNATIONAL MARKETING AND CONSULTING, LLC, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, BUSINESS CONSULTING, START DATE 12/18/2019, 1-3 HOURS PER MONTH NON DURING TRADING HOURS, AGRICULTURE INDUSTRY SECTOR. 4) REAL TIME MANAGEMENT, LLC, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540, TULSA, OK 74133, OFFICE MANAGEMENT SERVICES, START DATE 7/6/2012, 5 HOURS PER MONTH DURING NON TRADING HOURS, OFFICE MANAGEMENT AND BOOKKEEPING SERVICES. 5) S&Z REALTY, NON INVESTMENT-RELATED, 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133, RENTAL PROPERTIES, START DATE 1/25/2021, 0 HOURS PER WEEK DURING NON TRADING HOURS. 6) FIXED INSURANCE SALES; 8023 EAST 63RD PLACE, STE 540 TULSA, OK 74133; FIXED ANNUITY AND UNIVERSAL/TERM LIFE INSURANCE; INSURANCE AGENT; 1-2 HOURS PER WEEK DURING NORMAL TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-11
• S63 Uniform Securities Agent State Law Examination
  1989-05-17

Designations

• Chartered Financial Consultant

Other Names

• Thavaselan Subramaniam
• Seelan Subramaniam