Gary Kreps

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

• 12/2020 → 03/2023
  Pruco Securities, Llc.
  White Plains, NY
• 09/1997 → 09/2024
  Marathon Capital Management, L.L.C
  New York, NY
• 03/2021 → 03/2023
  Fromsubjectreceivedsizecategories Susan Singleyad Fa - New
  White Plains, NY
• 03/2023 → 12/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 04/2023 → 12/2024
  Bank Of America N.A.
  New York, NY
• 01/2025 → 06/2025
  Unemployed
  Long Island City, NY
• 06/2025 → Present
  Independent Insurance Agent
  Fort Lauderdale, FL
• 06/2025 → Present
  The Leaders Group Inc
  Summit, NJ

Previous Registrations

• 2023-04-17 → 2025-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 2021-06-01 → 2023-03-31
  Pruco Securities, Llc.
  White Plains, NY
  New York, NY
  New York, NY

Other Businesses

1.) INDEPENDENT INSURANCE AGENT - 6/2/2025 - 410 SE 16th Court, Apt 616, Fort Lauderdale, FL 33316-2568 - Agent, Educating prospects and clients on the role of insurance in a financial plan/helping clients choose appropriate insurance for their circumstances, Invt Rel, Insurance business, 50 hrs/mo; 40 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 6/4/25 - 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
  2019-08-17
• S63 Uniform Securities Agent State Law Examination
  2019-07-19

Other Names

• Gary Kreps
• Gary H Kreps