Giovanni
Cuarez

Tactive Advisors, LLC

CRD#7415627
Investment Advisor
in Los Angeles, CA

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About this Advisor

Giovanni Cuarez is a financial advisor based in Los Angeles, California, working with Tactive Advisors, LLC. Giovanni has previously held positions at Abi Business Insurance Services and Strategy Marketplace, LLC. Giovanni has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Giovanni is part of Tactive Advisors, LLC, which operates out of Los Angeles, California. The firm has 13 offices and 5 employees. The firm manages assets totaling $405.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Tactive Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Los Angeles, CA

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Tactive Advisors, LLC Brokerage Details

Total Assets Under Management

$405,807,898

CA Average: $1,855,561,029
Total Number of Employees

5

CA Average: 62
Total Number of Accounts

1,200

CA Average: 2,474
Average Account Size

$338,173

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Giovanni Cuarez Work History

2021 - Present (3 years)

Strategy Marketplace, LLC

2021 - Present (3 years)

Strategy Marketplace, LLC

2013 - 2021 (8 years)

Abi Business Insurance Services

Disclosures

Please visit the SEC profile of Giovanni Cuarez 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 Tactive Advisors, LLC

Paul Seto
Oceanside, CA
Joseph Gissy
Jacksonville, FL
Giovanni Cuarez
Los Angeles, CA
Blaine Vose
Las Vegas, NV
Richard Dwyer
Jacksonville, FL
Edward Jaax
Jacksonville, FL
Jon Lee
Jacksonville, FL
Jeffrey Mount
Jacksonville, FL

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