AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DV

Daniel S. Venegoni

TACTICAL INVESTMENT ADVISORS
Huntersville, NC 28078
Some features on this profile are disabled
CRD#: 5116694
DV

Professional summary

Daniel Scott Venegoni, who also goes by Dan Venegoni, is a registered financial advisor currently at TACTICAL INVESTMENT ADVISORS, LLC located in Huntersville, North Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 4 firms and has passed the Series 66, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Venegoni

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.
Dan Venegoni is also the principal of Tactical Wealth Advisors, LLP, which operates as a Limited Liability Partnership organized in the state of North Carolina. Tactical Wealth Advisors, LLP is a Member of National Futures Association and is registered under the Commodity Exchange Act as amended as a Commodity Trading Advisor (CTA) since July 2007. Tactical Wealth Advisors also became a Commodity Pool Operator (CPO) in April 2008. Tactical Wealth Advisors, LLP currently has four pools under operation: (1) The Tactical Wealth Accumulation Fund, LP operates as a CFTC 4.7 exempt pool, (2) Tactical Wealth Strategic Growth Fund, LP, (3) JMR Legacy Fund, LP and (4) Tactical Wealth Fixed Income Fund, LP. Dan Venegoni also owns Tactical Wealth Technology Solutions, a technology SAAS company providing CTA/CPO back office accounting and reporting services, as well as Tactical Wealth Finance Solutions, a private lending company established to serve the financing needs unique to investors. SMART TAX MOVES 9911 ROSE COMMONS DRIVE SUITE E305 HUNTERSVILLE, NC. 28078. NON INVESTMENT RELATED, TAX PRACTICE, PROPRIETOR. 05/2005 PRESENT, 160 HRS PER MONTH. TAX STRATEGY DEVELOPMENT & IMPLEMENTATION SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Scott Venegoni'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

September 18, 2022 - Present

TACTICAL INVESTMENT ADVISORS, LLC

Office #1: 9820 Northcross Center Ct 154, Huntersville, NC 28078
RIA
CRD#: 156179
Huntersville, NC
Past

March 22, 2016 - December 13, 2022

SPD GROUP LLP

RIA
CRD#: 170376
HUNTERSVILLE, NC
Past

July 3, 2014 - January 19, 2015

SPD GROUP LLP

RIA
CRD#: 170376
HUNTERSVILLE, NC
Past

July 19, 2013 - December 1, 2014

TACTICAL INVESTMENT ADVISORS, LLC

RIA
CRD#: 156179
CORNELIUS, NC
Past

January 11, 2011 - December 26, 2013

TACTICAL WEALTH RIA

RIA
CRD#: 141317
CHARLOTTE, NC
Past

September 8, 2006 - December 31, 2009

TACTICAL WEALTH RIA

RIA
CRD#: 141317
CORNELIUS, NC
Past

April 13, 2006 - July 26, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CORNELIUS, NC

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
North Carolina
(9/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 6/25/2007
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/12/2006
General Securities Representative Examination

Current Firm

TI
TACTICAL INVESTMENT ADVISORS, LLC
GRAND TRAVERSE CONSULTING | TACTICAL INVESTMENT ADVISORS, LLC | T.I.A RIA | SOLOMAN, JASON PATRICK

CRD#: 156179 / SEC#:

North Carolina
Registered Investment Advisory firm - (1/5/2015 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9820 Northcross Center Ct 154, Huntersville, NC 28078
Mailing Address
Phone number
(980) 280-1502
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts151
AUM (Assets Under Management)$ 32,124,417

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

TACTICAL INVESTMENT ADVISORS, LLC

CRD#: 156179Huntersville, NC 28078

TRUST BUT VERIFY

Monitor Daniel Venegoni

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

David Blair Thompson
David ThompsonAdvisorCheck Check Mark
SPARTA WEALTH PARTNERS
IAR
RR
CHARLOTTE, NC
Jon Hoyle
Jon HoyleAdvisorCheck Check Mark
INNOVATION PARTNERS LLC
RR
Charlotte, NC
Andrew Michael Pasquale Digirolamo
Andrew DigirolamoAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Charlotte, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.