Lindsay Wolf has been an investment adviser representative at TSG Advice Partners since September 2024, and is not listed among the firm’s executive officers or direct owners.
TSG Advice Partners, LLC is a Columbus, OH firm with $867M under management, 1,157 clients and 12 advisers in one office, as of its October 2026 filing.
Lindsay Wolf’s longest registration was 12 years at Ameriprise Financial Services, Inc. (2003–2016). Before joining TSG Advice Partners in 2024, Lindsay Wolf was registered through Newedge Advisors and Mid Atlantic Financial Management, Inc.
- Asendo Wealth AdvisoryCurrent– present · 2 yearsWarren, OH · Adviser representative · Firm CRD 305999
- Newedge Advisors– · 2 yearsNew Castle, PA · Adviser representative · Firm CRD 171351
- Mid Atlantic Financial Management, Inc.– · 5 yearsNew Castle, PA · Adviser representative · Firm CRD 109771
- Smart Advisory Group, LLC– · under a yearYoungstown, OH · Adviser representative · Firm CRD 284545
- Ameriprise Financial Services, Inc.– · 12 yearsCortland, OH · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Lindsay Wolf is registered as an investment adviser representative in Ohio, since September 2024.
- OhioSince 14 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 July 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Lindsay Nichole Wolf
- CRD
- 4665074
- Firm
- TSG Advice Partners · CRD 305999
- Office
- Warren, OH
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Lindsay Wolf work?
Lindsay Wolf is an investment adviser representative registered through TSG Advice Partners, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Lindsay Wolf a financial advisor?
Yes. Lindsay Wolf has a current investment-adviser registration in Ohio, through TSG Advice Partners since September 2024.
How many years of experience does Lindsay Wolf have?
Lindsay Wolf has 23 years in the financial industry, since September 2003, across 5 adviser firms.
What exams has Lindsay Wolf passed?
Lindsay Wolf has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in July 2003. FINRA credited Lindsay Wolf with the SIE, which began in October 2018.
Where did Lindsay Wolf work before TSG Advice Partners?
Before TSG Advice Partners, Lindsay Wolf was registered through Newedge Advisors, November 2021 to August 2024; Mid Atlantic Financial Management, Inc., October 2016 to November 2021; Smart Advisory Group, LLC, August 2016 to October 2016; Ameriprise Financial Services, Inc., July 2003 to July 2016.
Where is Lindsay Wolf based?
Lindsay Wolf’s registered office is in Warren, OH.
Is Lindsay Wolf registered with FINRA?
No. Lindsay Wolf has no current broker registration.
How can I verify Lindsay Wolf’s record?
Search CRD 4665074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lindsay Wolf’s full registration record.
