Michael Merritt Talbot

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

• 10/2014 → 09/2017
  Standard Investment Advisors
  New Orleans, LA
• 01/2015 → 09/2017
  Lpl Financial, Llc
  New Orleans, LA
• 11/2017 → 10/2023
  Hancock/Whitney Bank
  New Orleans, LA
• 11/2017 → 08/2022
  Hancock/Whitney Investment Services, Inc.
  New Orleans, LA
• 09/2017 → 11/2017
  Unemployed
  New Orleans, LA
• 08/2022 → 11/2023
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → 11/2023
  Cetera Investment Advisers Llc
  New Orleans, LA
• 08/2025 → Present
  The Leaders Group Inc
  Summit, NJ
• 11/2023 → Present
  Capital Investment Management
  New Orleans, LA

Previous Registrations

• 2022-08-10 → 2023-11-20
  Cetera Investment Advisers Llc
  New Orleans, LA
  Covington, LA
  Baton Rouge, LA
  New Orleans, LA
• 2017-11-02 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  New Orleans, LA
  Mandeville, LA
  Baton Rouge, LA
  New Orleans, LA
  Harvey, LA
  Baker, LA
  Baton Rouge, LA
  Mandeville, LA
  Baker, LA
  Covington, LA
• 2015-01-26 → 2017-10-02
  Lpl Financial Llc
  New Orleans, LA
  San Diego, CA
  New Orleans, LA
• 2008-07-02 → 2013-10-10
  Capital One Financial Advisors Llc
  Melville, NY
• 2002-05-03 → 2008-08-13
  Capital One Investments, Llc
  New Orleans, LA
  New Orleans, LA
  New Orleans, LA
  Dallas, TX
  Plano, TX
  New Orleans, LA
  Dallas, TX
  Houston, TX
  Houston, TX
  Mandeville, LA
  Houston, TX
  Austin, TX
  Houston, TX
  Columbus, TX
  Harlingen, TX
  Houston, TX
  Houston, TX
  Brenham, TX
  Port Lavaca, TX
  Bay City, TX
  Houston, TX
  Corpus Christi, TX
  Sealy, TX
  Katy, TX

Other Businesses

1.) CAPITAL INVESTMENT MANAGEMENT - 11/1/2023 - 201 St Charles Avenue, Suite 4207, New Orleans, LA 70170 - Director of Business Development, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) HARRY'S DIVE SHOP - 11/15/2012 - 4709 Airline Drive, Metairie, LA - Instructor, Teaching scuba diving, Not Invt Rel, Scuba diving instructor, 15 hrs/mo; 0 hrs/mo (during trading hours). 3.) HISTORIC HOLDINGS - 8/1/1999 - 5500 Tchoupitoulas Street, New Orleans, LA - Passive Owner, Review business reports, Not Invt Rel, Car wash & covenant store, 10 hrs/mo; 0 hrs /mo (during trading hours). 4.) TLG ADVISORS INC - 8/29/2025 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2011-12-21
• S63 Uniform Securities Agent State Law Examination
  1984-09-13

Other Names

• Michael Merritt Talbot
• M Merritt Talbot
• Merritt Talbot
• M. Merritt Talbot