Nathaniel Scott Siegel

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

• 05/2016 → 06/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2016 → 06/2020
  Northwestern Mutual Investment Services Llc
  Washington, DC
• 10/2020 → Present
  The Leaders Group Inc
  Littleton, CO
• 06/2020 → Present
  Vanbridge Llc
  Boca Raton, FL

Previous Registrations

• 2016-05-12 → 2020-06-24
  Northwestern Mutual Investment Services, Llc
  Washington, DC
  Reston, VA
• 2015-10-27 → 2016-05-11
  Lockton Investment Advisors, Llc
  Washington, DC
  Overland Park, KS

Other Businesses

1.) Vanbridge, an EPIC company - 6/24/2020 - 225 NE Mizner Way, Suite 675, Boca Raton, FL 33432 - Senior Vice President, Direct of executive benefits, Not Invt Rel, Insurance consulting, 300 hrs/mo; 120 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 10/13/2020 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) EPICVanbridge, LLC - 6/24/2020 - 225 NE Mizner Blvd, Suite 675, Boca Raton, FL 33432 - Registered Representative/Investment Advisor, Sales and consulting - variable products, Invt Rel, Sales of variable products/insurance consulting, 80 hrs/mo; 80hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-27
• S63 Uniform Securities Agent State Law Examination
  2014-06-10

Other Names

• Nate Siegel Siegel
• Nathaniel Scott Siegel
• Nathaniel Siegel