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Ruben Antonio Tapia vargas

Investment adviser representative at Tactica LLC
11 yearsExperience
1 stateRegistered in
$123.5MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Tactica LLCFeb 2025 to now
  2. Grupo T LLCMay 2022 to now
  3. Alps Distributors, IncAug 2019 to May 2022
  4. X-square CapitalAug 2018 to May 2022
  5. Velox24 InsuranceAug 2015 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

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

Tactica LLC

$123.5MAssets managed
10Clients
1Advisers
Under 1 yearIn 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
5407600
Firm CRD
335272
Advisor's SEC record (opens in a new tab)
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