Daniel Venegoni is a registered investment advisor at Tactical Investment Advisors, LLC, based in Huntersville, NC, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 151 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crest Capital Advisors offers investment management services. The annual fee is based on a percentage of the value of your portfolio. The specific percentage is negotiable.
Location
9820 Northcross Center Ct, 154, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the principal of Tactical Wealth Advisors, LLP, a registered Commodity Trading Advisor (CTA) and Commodity Pool Operator (CPO) with several investment pools. He also owns Tactical Wealth Technology Solutions, a technology SAAS company, Tactical Wealth Finance Solutions, a private lending company, and Smart Tax Moves, a tax practice where he spends nearly full-time.
Employment History
Current Registrations
Tactical Investment Advisors, LLC
Previous Registrations
Spd Group LLP
Spd Group LLP
Tactical Investment Advisors, LLC
Tactical Wealth RIA
Tactical Wealth RIA
Tactical Wealth Advisors, LLP
State Registrations1 state
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