Unclaimed Profile

Richard Robert Dwyer

TACTIVE ADVISORS, LLC·JACKSONVILLE, Florida

SIE, Series 6, Series 7, Series 63, Series 6515 years registeredTACTIVE ADVISORS, LLC

7400 BAYMEADOWS WAY, JACKSONVILLE, FL 32256CRD# 1862581Firm CRD# 309311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Robert Dwyer · JACKSONVILLE, FL

Registration

CRD #1862581 · TACTIVE ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

TACTIVE ADVISORS, LLC

Oct 2021 – present

CAPITAL MANAGEMENT SERVICES, INC.

Jul 2021 – Jun 2022

Jacksonville, FL

CAMARDA WEALTH ADVISORY GROUP

Apr 2021 – Jul 2021

FLEMING ISLAND, FL

CAPITAL MANAGEMENT SERVICES, INC.

Jun 2018 – Mar 2021

JACKSONVILLE, FL

CAPITAL MANAGEMENT SERVICES, INC.

Apr 2018 – Apr 2018

JACKSONVILLE, FL

SGL FINANCIAL, LLC

May 2016 – Mar 2018

Jacksonville, FL

WORLD EQUITY GROUP, INC.

May 2016 – May 2017

Jacksonville, FL

VOYA FINANCIAL ADVISORS, INC.

Nov 2014 – Apr 2016

JACKSONVILLE, FL

BRIGHT OWL INVESTMENT ADVISORS

Jul 2014 – Jul 2014

JACKSONVILLE, FL

ARGALLUS WEALTH ADVISORS, INC.

Apr 2013 – Dec 2014

JACKSONVILLE, FL

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

Apr 2012 – Jun 2013

BOCA RATON, FL

FIRST COMMAND FINANCIAL PLANNING, INC.

May 2011 – Mar 2012

JACKSONVILLE BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 25, 2011

Years registered · 15

Disclosure History

1985Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

TACTIVE ADVISORS, LLC

CRD 309311 · SEC 801-119680

AUM

$406M

Regulatory assets under management

Employees

1,200 client accounts

Services offered by TACTIVE ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TACTIVE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Robert Dwyer offer?

Richard Robert Dwyer specializes in Investment Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Richard Robert Dwyer's credentials?

Richard Robert Dwyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Robert Dwyer located?

Richard Robert Dwyer is based in JACKSONVILLE, Florida, working with TACTIVE ADVISORS, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Richard Robert Dwyer charge for services?

Richard Robert Dwyer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TACTIVE ADVISORS, LLC?

TACTIVE ADVISORS, LLC has approximately 4 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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