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TIDAL INVESTMENTS LLC
TIDAL INVESTMENTS LLC
MILWAUKEE, Wisconsin
·
17 registered advisors
·
CRD# 164201
SEC# 801-76857
1
844-986-7700
01
Firm Overview
AUM
$11.3B
Regulatory assets under management
Employees
52
Total firm employees
Advisors
17
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at TIDAL INVESTMENTS LLC
17 registered advisors
Bruno Del Ama
MASSAPEQUA, New York
CRD# 5516923
Daniel Howard Carlson
MILWAUKEE, Wisconsin
CRD# 2683536
Douglas Clifford Rescho
MILWAUKEE, Wisconsin
CRD# 4893645
Eric Walter Falkeis
MILWAUKEE, Wisconsin
CRD# 4133585
Gavin Clark Filmore
MILWAUKEE, Wisconsin
CRD# 5217686
Guillermo Trias
MILWAUKEE, Wisconsin
CRD# 6370254
John Charles Meditz
NEW YORK, New York
CRD# 2577307
Juan Carlos Avila
NEW YORK, New York
CRD# 2058210
Larry Arthur Medin
MASSAPEQUA, New York
CRD# 330954
Martin Claure
MASSAPEQUA, New York
CRD# 6631848
Michael Jeremy Venuto
MILWAUKEE, Wisconsin
CRD# 4320632
Michael Thomas Pellegrino
MILWAUKEE, Wisconsin
CRD# 3131099
Michael Vostrizansky
MILWAUKEE, Wisconsin
CRD# 5454910
Olga Camargo
NEW YORK, New York
CRD# 4893843
Oscar Jose Junquera
NEW YORK, New York
CRD# 1217827
Ronnie Jacob Riven
MILWAUKEE, Wisconsin
CRD# 7894157
William Henderson Woolverton
MILWAUKEE, Wisconsin
CRD# 1494141
05
Office Locations
MILWAUKEE, Wisconsin
10 advisors
NEW YORK, New York
4 advisors
MASSAPEQUA, New York
3 advisors
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Data sourced from SEC Form ADV filings. TIDAL INVESTMENTS LLC (CRD# 164201) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.