Giovanni Tiso

RANGE ADVISORY | Financial Advisor

New York, NY 10017

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CRD#: 6718229

Professional summary

Giovanni Tiso, CFP®, who also goes by Tiso Giovanni, is a registered financial advisor currently at RANGE ADVISORY, LLC located in New York, New York.

Giovanni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Giovanni has worked at 3 firms and has passed the Series 65 exam.

Biography

Giovanni Tiso joined CAPTRUST in 2021. He serves as a financial advisor responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives. He works closely with the firm’s advisor, analyst, and portfolio administration teams to develop, implement, and monitor client financial plans and investment accounts.

Prior to CAPTRUST, Giovanni was with The Colony Group, a national wealth and business management advisor firm, where he served as an associate wealth advisor.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tiso Giovanni

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giovanni Tiso's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Education

Fordham University

BA - Economics

Experience

Current

February 9, 2025 - Present

RANGE ADVISORY, LLC

Office #1: 369 Lexington Ave 9th Floor, New York, NY 10017

RIA

CRD#: 321969

New York, NY

Past

July 6, 2021 - January 22, 2025

CAPTRUST

RIA

CRD#: 175112

Lake Success, NY

Past

June 18, 2019 - October 12, 2021

FOCUS PARTNERS WEALTH, LLC

RIA

CRD#: 159289

Babylon, NY

Past

April 4, 2017 - July 6, 2017

FOCUS PARTNERS WEALTH, LLC

RIA

CRD#: 159289

Armonk, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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

New York
(2/9/2025)

IAR

Pennsylvania
(2/9/2025)

IAR

Texas
(2/9/2025)

IAR

Virginia
(2/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/4/2016

Uniform Investment Adviser Law Examination

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE AUGUST 2025 (8/5/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 268,976,800

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.

Contact information

(xxx) xxx-xxxx

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Giovanni Tiso

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giovanni Tiso's CRS (Customer Relationship Summary).

Certified licenses

Education

Fordham University

Experience

RANGE ADVISORY, LLC

CAPTRUST

FOCUS PARTNERS WEALTH, LLC

FOCUS PARTNERS WEALTH, LLC

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2016

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

Contact information

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