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Jason S
Series 63, Series 65
Huntersville, NC
Tactical Investment Advisors, LLC
Jason Soloman is a financial advisor with Tactical Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Tactical Investment Advisors since 2011. The firm provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across about 151 accounts with a three-advisor team. Tactical Investment Advisors combines individualized portfolio management with the option of performance-based fee arrangements, an uncommon practice among supported firms, and is also registered to offer insurance products alongside investment services.
Daniel V
Series 66
Huntersville, NC
Tactical Investment Advisors, LLC
Daniel Venegoni is a financial advisor with Tactical Investment Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Tactical Investment Advisors since 2013 and also serves as principal of Tactical Wealth Advisors, LLP, a Commodity Trading Advisor and Commodity Pool Operator. Additionally, he owns Tactical Wealth Technology Solutions, a SaaS company serving CTA/CPO back office needs, and Tactical Wealth Finance Solutions, a private lending firm. Venegoni operates a tax strategy practice through Smart Tax Moves. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, managing approximately $32.1 million across 151 accounts with a three-advisor team. The firm offers both standard AUM fees and performance-based fee arrangements, a combination that is relatively uncommon among supported firms.
Scott O
Series 66
Huntersville, NC
Tactical Investment Advisors, LLC
Scott O'Connell is a financial advisor at Tactical Investment Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Tactical Investment Advisors since 2017, following prior roles at MML Investors Services, LLC and MetLife Securities Inc. Tactical Investment Advisors, LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients. The firm manages approximately $32.1 million across 151 accounts with a three-advisor team and offers both standard AUM fees and performance-based fee arrangements, a relatively uncommon practice among supported firms.
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