Lana K Bergstein

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

• 02/2008 → 08/2023
  Dimensional Fund Advisors Lp
  Santa Monica, CA
• 01/2024 → Present
  Sali Fund Services
  Austin, TX
• 08/2024 → Present
  The Leaders Group Inc
  Littleton, CO
• 08/2023 → 01/2024
  Unemployed
  Austin, TX

Previous Registrations

• 2009-08-26 → 2023-08-08
  Dimensional Fund Advisors Lp
  Austin, TX
• 2004-09-29 → 2008-12-24
  Lwi Financial Inc.
  Los Angeles, CA
• 2003-02-19 → 2004-09-30
  Loring Ward Capital Management Inc.
  Los Angeles, CA

Other Businesses

1.) SALI FUND SERVICES - 1/1/2024 - 6850 Austin Center Blvd, Suite 300, Austin, TX 78731 - Senior Director, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 8/7/2024 - 475 Springfield Avenue, Summit, NJ 07901- IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-08
• S65 Uniform Investment Adviser Law Examination
  2003-01-24

Other Names

• Svetlana Kholmyanskaya
• Lana Kholmyansky
• Lana Kholmyansky
• Lana K. Bergstein