Brandon Jason Avergon
Investment Adviser Representative at TLG Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brandon Jason Avergon is an investment adviser representative with TLG Advisors, Inc. in Framingham, MA, where they have been registered since 2024. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Rockefeller Capital Management and Spearhead Capital Advisors, LLC. 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 Massachusetts.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
7 states and territories
Alaska, California, Massachusetts, Oklahoma, Puerto Rico, South Dakota, Wyoming
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.
- Brookwood Securities PartnersMar 2016 – May 2021Boston, MA
- Spearhead Capital, LLCMay 2021 – May 2022Beverly, MA
- Spearhead Capital Advisors, LLCMay 2021 – May 2022Beverly, MA
- Rockefeller Financial LLCJun 2022 – Jan 2023Beverly, MA
- Rampart Consulting GroupJan 2023 – no end date reportedFramingham, MA
- Trust ConsultingJan 2023 – no end date reportedFramingham, MA
- International Insurance ConsultingJan 2023 – no end date reportedFramingham, MA
- The Leaders Group IncMay 2024 – no end date reportedLittleton, CO
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. Brandon Jason Avergon 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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