Andrew
Stout
Tactivest, LLC
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About this Advisor
Andrew Stout is a financial advisor operating in San Francisco, California with a total of 4 years of industry experience. Stout currently works for Tactivest, LLC. Their career trajectory has included roles at Merrill Lynch, Raymond James, Tactivest and Tactivest, LLC. Stout maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Tactivest, LLC is a registered investment business that has its headquarters in San Francisco, CA. The company has offices in two locations and just four advisors. It manages $101 million in assets among its 535 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves two charities and foundations. Of its 535 customer accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely vary depending on which services the firm provides the client. Fees billed by Tactivest, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tactivest, LLC Brokerage Details
$100,554,618
4
535
$187,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Andrew Stout Work History
Andrew has been registered as a financial advisor for 4 years.*
Tactivest
Tactivest, LLC
Raymond James
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Stout to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tactivest, LLC
Ross, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Beverly Hills, CA
Senoia, GA
San Francisco, CA
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