Andrew Joseph McFarland
Investment Adviser Representative at TLG Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Joseph McFarland is an investment adviser representative with TLG Advisors, Inc. in Elmira, NY, where they have been registered since 2023. They have worked in the securities industry since 1992 and have been registered with 3 firms, including First Republic Investment Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California and New York.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, New York
- Broker:
2 states and territories
California, New York
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2011 – Feb 2021New York, NY
- P.J. Robb Variable Corp.Mar 2021 – Apr 2021Dana Point, CA
- Crump Life Insurance ServicesMar 2021 – Apr 2021Harrisburg, PA
- First Republic Securities Company, LLCApr 2021 – Jan 2023Newport Beach, CA
- First Republic Investment Management, IncApr 2021 – Jan 2023Newport Beach, CA
- The Leaders Group IncJan 2023 – no end date reportedSummit, NJ
- BKAJan 2023 – 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. Andrew Joseph McFarland 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.
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