Tag Investment Advisors, LLC

Tag Investment Advisors, LLC (CRD# 218516) is a financial advisory firm headquartered in Riverview, FL. They manage $10,674,212 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11932 Balm Riverview Rd, Riverview, FL 33569
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $50,350
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Tag Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Geraci, financial advisor Riverview FL
Anthony L. Geraci
CRD#: 2696339
11932 Balm Riverview Rd, Riverview, FL 33569

Anthony Geraci (CRD# 2696339) is an Investment Advisor Representative working at Tag Investment Advisors, LLC in Riverview, FL and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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