TrueAdvisor
TrueAdvisor
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CFP
GT
CFP

Giovanni Tiso

Range Advisory, LLC
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Range Advisory, LLC
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

Location

Babylon, NY

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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.

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Employment History
Current Registrations
Range Advisory, LLC
February 2025 - Present · 1 yr
Previous Registrations
Captrust
July 2021 - January 2025 · 3 yrs 6 mos
The Colony Group, LLC
June 2019 - October 2021 · 2 yrs 4 mos
The Colony Group, LLC
April 2017 - July 2017 · 3 mos
State Registrations4 states
NYPATXVA
Advisor
Exams
No exam information available for this advisor.