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DK

Dikran J. Kadagian

TACTICAL INVESTMENTS
LONGBOAT KEY, FL 34228
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CRD#: 1630658
DK

Professional summary


Dikran Janus Kadagian, who also goes by Dikran J Kadagian, Dj Kadagian, is a registered financial advisor currently at TACTICAL INVESTMENTS located in Longboat Key, Florida.

Dikran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Dikran has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dikran J Kadagian | Dj Kadagian

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Project Shift is a non-investment-related business located in Longboat Key, Florida. The firm engages in the production of documentary film and books of with Mr. Kadagian is the president. The production company was formed in 1999, and Mr. Kadagian is involved with production approximately 4 weeks per year on average during nonmarket hours. Duties include Directing and editing documentary films and writing. He is a member of the Directors Guild of America and the Writers Guild of America.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dikran Janus Kadagian's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 12, 2024 - Present

TACTICAL INVESTMENTS

Office #1: 700 Gulf Bay Road, Longboat Key, FL 34228
RIA
CRD#: 328761
LONGBOAT KEY, FL
Past

January 10, 2018 - August 28, 2022

H2 INVESTMENTS LLC

RIA
CRD#: 227789
LONGBOAT KEY, FL
Past

August 11, 2015 - December 31, 2017

H2 INVESTMENTS LLC

RIA
CRD#: 227789
RIDGEFIELD, CT
Past

October 25, 2000 - September 30, 2004

FOUR SEASONS ASSET MANAGEMENT INC

RIA
CRD#: 106770
WESTPORT, CT
Past

January 18, 1996 - May 11, 2004

FIRST MONTAUK SECURITIES CORP.

RIA
CRD#: 13755
WESTPORT, CT
Past

March 10, 1995 - May 11, 2004

FIRST MONTAUK SECURITIES CORP.

BD
CRD#: 13755
RED BANK, NJ
Past

July 31, 1993 - March 16, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

October 7, 1987 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 25, 1987 - September 8, 1987

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/12/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/25/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TI
TACTICAL INVESTMENTS
TACTICAL INVESTMENTS | TACTICAL INVESTMENTS FL LLC

CRD#: 328761 / SEC#:

Florida
Registered Investment Advisory firm - (12/12/2024 Approved)
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Contact information


Main Address
700 Gulf Bay Road, Longboat Key, FL 34228
Mailing Address
Phone number
(203) 216-7417
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 5,000,000

Exempt reporting advisers


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
FloridaERA - Withdrawn8/20/2024

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TACTICAL INVESTMENTS

CRD#: 328761Longboat Key, FL 34228

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