Daniel R Engel
Investment Adviser Representative at TLG Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel R. Engel is an investment adviser representative with TLG Advisors, Inc. in San Diego, CA, where they have been registered since 2025. They have worked in the securities industry since 2015 and have been registered with 4 firms, including ONYX Partners, Incorporated and Goodtab Capital Securities Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
2 states and territories
California, South Dakota
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.
- Self EmploymentJan 2022 – no end date reportedSan Diego, CA
- Holdsworth & CoJul 2018 – Dec 2021Pasadena, CA
- JAG Legacy & Ins SolutionsOct 2023 – no end date reportedSan Diego, CA
- The Leaders Group IncApr 2024 – no end date reportedLittleton, CO
- Self EmployedDec 2012 – Jun 2018San Diego, CA
- Pitch It ForwardJan 2013 – Dec 2018San Diego, CA
- Miracle League of San DiegoJan 2005 – no end date reportedSan Diego, CA
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.
Showing 12 of 313 in the directory
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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. Daniel R Engel 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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