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Charles Giaquinto

Investment adviser representative at Tactive Advisors, LLC
14 yearsExperience
1 stateRegistered in
$619MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Tactive Advisors, LLCAug 2025 to now
  2. Young America CapitalAug 2022 to now
  3. Paulson Investment Advisors, LLCJun 2022 to Aug 2022
  4. Paulson Investment Company, LLCJun 2022 to Aug 2022
  5. Wall Street AccessJan 2021 to Jun 2022
  6. UnemployedNov 2018 to Dec 2020
  7. Chimera SecuritiesAug 2018 to Nov 2018
  8. National GeneralJun 2018 to Dec 2020
  9. American Income LifeJun 2016 to Aug 2018
  10. Charles CapJul 2012 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2015
  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

Tactive Advisors, LLC

$619MAssets managed
1,568Clients
17Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2187528
Firm CRD
309311
Advisor's SEC record (opens in a new tab)
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