Fazel Mostashari

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

• 09/2009 → 10/2021
  City Of Los Angeles
  Los Angeles, CA
• 11/2012 → 10/2019
  Mostashar & Associates, Wealth Specialists
  Los Angeles, CA
• 11/2019 → 12/2020
  Independent Financial Group
  San Diego, CA
• 10/2021 → Present
  The Leaders Group Inc
  Littleton, CO
• 01/2008 → Present
  Mostashari & Co
  Calabasas, CA

Previous Registrations

• 2019-11-05 → 2020-12-23
  Independent Financial Group, Llc
  Woodland Hills, CA
• 2016-07-19 → 2019-10-27
  Mostashar & Associates, Wealth Specialists
  Woodland Hills, CA
• 2015-06-08 → 2015-08-13
  Waddell & Reed
  Las Vegas, NV
• 2013-01-16 → 2015-03-31
  Mostashar & Associates, Wealth Specialists
  Los Angeles, CA

Other Businesses

1.) MOSTASHARI & CO - 1/1/2008 -23679 Calabasas Road, Unit 1051, Calabasas, CA 91302 - Owner, CPA, Not Invt Rel, Accounting business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS, INC - 10/22/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RIA business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) DENTIST NERDS INC - 3/11/2024 - 1084 N El Camino Real STE B - #360, Encinitas, CA 92024 - Accounting and Tax adviser/Partial LLC member, Accounting Business, Not Invt Rel, 5 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-10-05
• S66 Uniform Combined State Law Examination
  2015-07-27
• S65 Uniform Investment Adviser Law Examination
  2012-01-06

Designations

• Certified Financial Planner
• Personal Financial Specialist