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TCG STRATEGIC INCOME ADVISOR LLC

WEST PALM BEACH, FL · CRD 336718 · IAPD ↗ · tcgsx.com · 561-530-3313

$5.1MRegulatory AUM
9Advisory reps
29Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — TCG STRATEGIC INCOME ADVISOR LLC grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
January 2026 — TCG STRATEGIC INCOME ADVISOR LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
August 2025 — TCG STRATEGIC INCOME ADVISOR LLC (WEST PALM BEACH, FL) is newly SEC-registered with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.