Advisor at Tactive Advisors, LLC
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Firm
Tactive Advisors, LLC
Location
Sarasota, FL 34236
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
Charles Giaquinto is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at Young America Capital, Paulson Investment Advisors, Wall Street Access, Merrill Lynch, and others. He is also involved in investment banking activities to assist companies in raising capital through Young America Capital. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management via a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for blended model portfolios and maintains a unique operational role by serving other advisors through TAMP and sub-advisory relationships alongside its retail offerings.
Based on Tactive Advisors, LLC
Fixed fees may be charged for financial planning services in addition to advisory fees.
$0.00 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000 - $5,999,999: 0.80% $6,000,000 - $6,999,999: 0.75% $7,000,000 - $7,999,999: 0.70% $8,000,000 - $8,999,999: 0.65% $9,000,000 - $9,999,999: 0.60% $10,000,000 - $10,999,999: 0.55% $11,000,000 - $11,999,999: 0.50% $12,000,000 - $12,999,999: 0.45% $13,000,000 - $13,999,999: 0.40% $14,000,000 - $14,999,999: 0.35% $15,000,000+: 0.30%
Account minimum: $500 Minimum fee: $500 minimum balance for Tactive Robo-Advisor (TRA) and Advisor Advice packages Fee-only: Annual fees as percentage of assets under management based on tiered schedule; no commissions charged.
1990 Main Street, Suite 750
Sarasota, FL 34236
Washington
Tactive Advisors, LLC
2025 - Present (1 year)
Young America Capital
2022 - Present (4 years)
Paulson Investment Advisors, LLC
2022 - 2022 (1 year)
Paulson Investment Company, LLC
2022 - 2022 (1 year)
Wall Street Access
2021 - 2022 (1 year)
UNEMPLOYED
2018 - 2020 (2 years)
Chimera Securities
2018 - 2018 (1 year)
National General
2018 - 2020 (2 years)
American Income Life
2016 - 2018 (2 years)
Merrill
2015 - 2016 (1 year)
Charles Cap
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
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