Adriana Olivare Beltran Romeo
Investment Adviser Representative at TLG Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adriana Olivare Beltran Romeo is an investment adviser representative with TLG Advisors, Inc. in Fallbrook, CA, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Ascensus Investment Advisors, LLC and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Guide My FinancesJan 2018 – Jun 2019Carlsbad, CA
- Natural Health SolutionsJun 2009 – Oct 2017Oceanside, CA
- Woodbury Financial ServicesJan 2018 – Apr 2019Carlsbad, CA
- TD AmeritradeJun 2020 – Mar 2021San Diego, CA
- Edward JonesJun 2019 – Apr 2020Escondido, CA
- UnemployedOct 2017 – Jan 2018San Diego, CA
- Ascensus College SavingsMar 2021 – May 2023Newton, MA
- UnemployedMay 2023 – Jul 2023Fallbrook, CA
- AscensusJul 2023 – Oct 2025Dresher, PA
- UnemployedOct 2025 – Feb 2026Fallbrook, CA
- LincolnFeb 2026 – no end date reportedFort Wayne, IN
- Simplicity InvestmentsMar 2026 – no end date reportedSummit, NJ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TLG Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Starlight Portfolios - $0 to $1,000,0000.68%
- Starlight Portfolios - Over $1,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 313
- Offices listed on AdvisorFinder:
- 79
- Main office:
- Summit, NJ
- SEC file number:
- 801-60458
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at TLG Advisors, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adriana Olivare Beltran Romeo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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