Paul Jen Seto
Investment adviser representative at Tactive Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$619MFirm assets
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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
10 years in the industry.
- Tactive Advisors, LLCJan 2025 to now
- TactiveAug 2023 to now
- Tricom Partners, LLCJun 2023 to now
- Symbequity Investment Advisory, LLCJul 2022 to now
- Claraphi Advisory NetworkApr 2021 to Jun 2022
- Cardiff Park AdvisorsSep 2016 to Mar 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3036617
- Firm CRD
- 309311