Tapp Engine Securities

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Quincy, Massachusetts
CRD number
314806
Registered since
March 23, 2022

Firm profile

FINTRX

Overview

Tapp Engine Securities is a limited liability company that registered with the SEC in 2022. Public filings and the firm snapshot provide only minimal operational detail: it is listed as owned by a domestic entity and an individual, its adviser classification is recorded as unclassified, and it is not identified as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. The firm has not disclosed its fee schedule, advisory activities, client types, or other business-service descriptions in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Tosin Osunsanya

    Founder & CEOCRD 3117458

Contacts

3 of 10
  • Joel Vanovitch

    Head of Business DevelopmentCRD 5516355

  • Eli Wishnivetski

    Eli Wishnivetski

    Founding MemberCRD 4424907

  • Shawn Hockaday

    Shawn Hockaday

    Head of OperationsCRD 2882891

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Quincy, MA

Norfolk

Location

Quincy, MA

Headquartered in Quincy, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
1400 Hancock St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth