Michael Joseph Wise

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

• 02/2021 → 06/2022
  Equitable Advisors Llc
  New York, NY
• 06/2006 → Present
  Marquee Limo Company, Llc
  Charleston, SC
• 06/2024 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2021-07-08 → 2022-06-23
  Equitable Advisors, Llc
  Mount Pleasant, SC

Other Businesses

1.) Marquee Limo Co, LLC - 6.10.06 - 1966 Sandcroft Drive, Charleston, SC - Owner, Owner/manager, Not Invt Rel, Owner of car service, 20 hrs/mo; 12 hrs/mo (during trading hours) 2.) TLG ADVISORS INC - 6.12.24 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs mo; 0 hrs/mo (during trading hours). 3.) WISE INSURANCE GROUP - 4.15.25 - Online only - Ad manager, Term life insurance sold through Facebook page, Not Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2021-06-16

Other Names

• Michael Wise
• Mike Wise