Financial ADVSR advisor directory · SEC adviser records
Tactive Advisors, LLC financial advisors in Sarasota, FL
Every SEC-registered investment adviser representative at a Tactive Advisors, LLC office in Sarasota, A to Z.
8 registered advisors work at Tactive Advisors, LLC in Sarasota, out of 17 at the firm nationwide; it ranks number 28 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Tactive Advisors, LLC advisors in Sarasota, A to Z
Every Tactive Advisors, LLC advisor →- William S. BorleisInvestment adviser rep
- Charles GiaquintoInvestment adviser rep
- Joseph C. GissyInvestment adviser rep
- Edward J. JaaxCertified Financial Planner
- Kerry A. LangInvestment adviser rep
- Jon R. LeeInvestment adviser rep
- Jonathan P. PaceInvestment adviser rep
- Rodney L. Watkins Jr.Investment adviser rep
Tactive Advisors, LLC advisors in every city and state →Tactive Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Tactive Advisors, LLC advisors in other cities
Las Vegas, NV 2Carlsbad, CA 1Huntington Beach, CA 1Lee's Summit, MO 1Los Angeles, CA 1Oceanside, CA 1Peoria, AZ 1Santa Clara, CA 1
Other firms in Sarasota
All Sarasota advisors →Morgan Stanley 90Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Strategic Advisers LLC 38LPL Financial LLC 36Wells Fargo Clearing Services, LLC 35Ameriprise Financial Services, LLC 28Raymond James & Associates, Inc. 26RBC Capital Markets, LLC 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 21Stifel, Nicolaus & Company, Incorporated 19
Questions
How many financial advisors does Tactive Advisors, LLC have in Sarasota?
8 investment adviser representatives are registered at Tactive Advisors, LLC offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Tactive Advisors, LLC one of the largest advisor employers in Sarasota?
Tactive Advisors, LLC ranks number 28 in Sarasota by registered advisors; Morgan Stanley has the most, with 90.
How do I check a Tactive Advisors, LLC advisor in Sarasota?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Tactive Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.