James Vitalie has been Co-Manager of Tactive Advisors since April 2023, is not listed as a control person, but directly owns between 25% and 50% of the firm.
Tactive Advisors, LLC is a Sarasota, FL firm with $619M under management, 1,568 clients and 14 advisers across 12 offices, as of its June 2026 filing.
No adviser firm registrations are on James Vitalie’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 11 October 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 January 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Samuel Vitalie
- CRD
- 2110559
- Firm
- Tactive Advisors · CRD 309311
- Role
- Co-Manager
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does James Vitalie work?
James Vitalie has been Co-Manager of Tactive Advisors, LLC since April 2023.
Does James Vitalie have a current investment-adviser registration?
James Vitalie has no current investment-adviser or broker registration.
What exams has James Vitalie passed?
James Vitalie has passed 2 licensing exams: the Series 6 and Series 26. The earliest, the Series 6, was passed in January 2006. FINRA credited James Vitalie with the SIE, which began in October 2018.
Is James Vitalie registered with FINRA?
No. James Vitalie has no current broker registration.
How can I verify James Vitalie’s record?
Search CRD 2110559 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Vitalie’s full registration record.
- Joseph GissyCo-Manager, CEO and CCO