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Giovanni Tiso

Giovanni Tiso

TITAN | Financial Advisor
New York, NY 10012
Some features on this profile are disabled
CRD#: 6718229
Giovanni Tiso

Professional summary

Giovanni Tiso, CFP®, who also goes by Tiso Giovanni, is a registered financial advisor currently at TITAN 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 4 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 3, 2026 - Present

TITAN

Office #1: 508 Laguardia Place, New York, NY 10012
RIA
CRD#: 290111
New York, NY
Past

February 9, 2025 - January 23, 2026

RANGE ADVISORY, LLC

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".
TI
TITAN
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

CRD#: 290111 / SEC#: 801-112142

RIA
Registered Investment Advisory firm - (12/8/2017 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
(2/3/2026)
IAR
Texas
(2/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2016
Uniform Investment Adviser Law Examination

Current Firm

TI
TITAN
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

CRD#: 290111 / SEC#: 801-112142

RIA
Registered Investment Advisory firm - (12/8/2017 Approved)
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Contact information

Main Address
508 Laguardia Place, New York, NY 10012
Mailing Address
Phone number
(973) 490-4042
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC CLIENT BROCHURE (11/20/2025)

Regulatory assets under management

Total Number of Accounts68,387
AUM (Assets Under Management)$ 1,117,366,876

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

TITAN

Financial AdvisorCRD#: 290111New York, NY 10012

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