Gavin Kreitz

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

• 09/2022 → 05/2024
  Lafayette College
  Easton, PA
• 05/2024 → 05/2026
  University Of Miami
  Coral Gables, FL
• 06/2023 → 08/2023
  Med-Metrix
  Parsippany, NJ
• 06/2024 → 08/2024
  Med-Metrix
  Parsippany, NJ
• 07/2025 → 08/2025
  Leste Group
  Miami, FL
• 06/2026 → Present
  Gideon Strategic Partners Llc
  Los Angeles, CA
• 08/2026 → Present
  Simplicity Investments Inc.
  Summit, NJ
• 08/2016 → 08/2022
  Unemployed
  Basking Ridge, NJ

Other Businesses

1.) Gideon Strategic Partners LLC - 6/2/2026 - 2049 Century Park East, Los Angeles, CA 90067 - Client Services Associate, Cold calling prospects to set up introductory meeting and maintaining client relationships through outreach, assisting other CSAs in their sales processes, attending internal meetings, and providing comments and feedback, Invt Rel, Investment and Wealth Advisory firm, 160 hrs/mo; 0 hrs/mo (during trading hours). 2.) TLG Advisors Inc - 8.31.26 - 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
  2026-06-04