Co-Manager, CEO and CCO · Tactive Advisors, LLC
Joseph C. Gissy
CRD 6294262 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Tactive Advisors, LLC, an SEC-registered wealth manager based in Sarasota, FL with $619 million in regulatory assets, lists Joseph C. Gissy on its Form ADV as Co-Manager, CEO and CCO, a control person. The SEC filings also name Joseph at 1 other registered adviser.
Firms and roles
- Tactive Advisors, LLCCo-Manager, CEO and CCOWealth manager · Sarasota, FL · $619M in regulatory assets
- Capital Management Services, Inc.Chief Operating OfficerWealth manager · Manchester, MO · $145M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James S. VitalieCo-Manager, Tactive Advisors, LLC
- James M. GissyPresident/cco, Capital Management Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.