DV
DV

Daniel Scott Venegoni

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
151 clients
Average Client Portfolio
$213K average
Assets Under Management
$32.1M

Fee Structure

Loading...

Location

9820 Northcross Center Ct, 154, Huntersville, NC, 28078

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

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
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Spd Group LLP
March 2016 - December 2022 · 6 yrs 9 mos
Spd Group LLP
July 2014 - January 2015 · 6 mos
Tactical Investment Advisors, LLC
July 2013 - December 2014 · 1 yr 5 mos
Tactical Wealth RIA
January 2011 - December 2013 · 2 yrs 11 mos
Tactical Wealth RIA
January 2011 - December 2011 · 11 mos
Tactical Wealth Advisors, LLP
September 2006 - December 2009 · 3 yrs 3 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.