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TE

Turill A. Engelman

TACTIVE ADVISORS
Huntington beach, CA
Some features on this profile are disabled
CRD#: 6922637
TE

Professional summary

Turill Anthony Engelman, who also goes by Turill Engelman, is a registered financial advisor currently at TACTIVE ADVISORS, LLC located in Huntington Beach, California.

Turill is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Turill has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Turill Engelman

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 Turill Anthony Engelman'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®
None

Experience

Current

March 19, 2026 - Present

TACTIVE ADVISORS, LLC

RIA
CRD#: 309311
Huntington beach, CA
Past

June 5, 2025 - February 11, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Newport Beach, CA
Past

June 5, 2025 - February 11, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Newport Beach, CA
Past

November 29, 2024 - December 9, 2024

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
IRVINE, CA
Past

November 26, 2024 - April 22, 2025

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Huntington Beach, CA
Past

November 14, 2024 - December 9, 2024

LPL ENTERPRISE, LLC

BD
CRD#: 8733
IRVINE, CA
Past

October 22, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
IRVINE, CA

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".
TA
TACTIVE ADVISORS, LLC
LCM CAPITAL ADVISORS | TACTIVE WEALTH, INC | TACTIVE ADVISORS, LLC | TACTIVE | STRATEGY MARKETPLACE LLC | ROTH STREET FINANCIAL

CRD#: 309311 / SEC#: 801-119680

RIA
Registered Investment Advisory firm - (10/23/2020 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
California
(3/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/21/2024
Securities Industry Essentials Examination

Current Firm

TA
TACTIVE ADVISORS, LLC
LCM CAPITAL ADVISORS | TACTIVE WEALTH, INC | TACTIVE ADVISORS, LLC | TACTIVE | STRATEGY MARKETPLACE LLC | ROTH STREET FINANCIAL

CRD#: 309311 / SEC#: 801-119680

RIA
Registered Investment Advisory firm - (10/23/2020 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1990 Main Street Suite 750, Sarasota, FL 34236
Mailing Address
Phone number
(855) 282-2848
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (20 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

TACTIVE ADVISORS, LLC - ADV PART 2 (7/8/2025)

Regulatory assets under management

Total Number of Accounts2,671
AUM (Assets Under Management)$ 456,874,649

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

TACTIVE ADVISORS, LLC

CRD#: 309311Huntington Beach, CA

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