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Edward Lewis Bennett

Investment Adviser Representative at TLG Advisors, Inc.

Denver, COCRD #5972339Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edward Lewis Bennett is an investment adviser representative with TLG Advisors, Inc. in Denver, CO, where they have been registered since 2022, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado
Broker:
3 states and territories

Colorado, Delaware, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/8/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 3/10/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/3/2022
SIE
Securities Industry Essentials Examination
Passed 1/24/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

TLG Advisors, Inc.Current
3/24/2022 – Denver, CO
THE Leaders Group, Inc.Current
2/3/2022 – Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Caldara, Wunder & Assoc
    Jan 2011 – Apr 2025Castle Rock, CO
  2. The Leaders Group Inc
    Jan 2022 – no end date reportedLittleton, CO
  3. Independent Financial Advisor
    Apr 2025 – no end date reportedDenver, CO

Official records & sources

Data as of August 10, 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)
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Lewis Bennett 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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Edward Lewis Bennett (TLG Advisors) - Fees & Credentials