Giovanni Tiso

TITAN | Financial Advisor

New York, NY 10012

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CRD#: 6718229

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".

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)

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

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

SEC notice filing (53 States and Territories)

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 Accounts	68,387
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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

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

TITAN

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2016

Current Firm

TITAN

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TITAN

TRUST BUT VERIFY

Contact information

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