William Samuel Borleis
Investment adviser representative at Tactive Advisors, LLC
11 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
11 years in the industry.
- Tactive Advisors, LLCFeb 2026 to now
- Goshen ProvidersApr 2015 to now
- Cabin Advisors LLCApr 2025 to Feb 2026
- Cabin Securities Inc.Apr 2025 to Feb 2026
- Arete Wealth AdvisorsDec 2022 to Apr 2025
- Arete Wealth ManagementDec 2022 to Apr 2025
- Center Street AdvisorsJan 2017 to Dec 2022
- Center Street Securities, Inc.Jan 2017 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 2285245
- Firm CRD
- 309311