TE Advisors LLC
Firm details
- Headquarters
- Quincy, Massachusetts
- CRD number
- 336139
- Registered since
- May 29, 2025
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TE Advisors LLC is a small limited liability company that operates as a non-independent retail registered investment adviser focused on individual and family clients. The firm lists portfolio management for individuals and small businesses as its primary advisory activity and charges fees as a percentage of assets under management and via fixed fees. It is identified as a domestic entity with individual ownership and reports an affiliation with a broker-dealer. The adviser does not position itself as a capital allocator, does not advertise ESG investing as active, and does not describe pension consulting or related-adviser relationships. The firm’s SEC registration is shown as 2025.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other81%
- Cash & Cash Equivalents19%
Owners & executives
2 of 2Tosin Osunsanya
Founder & CEOCRD 3117458

Patti Almanza
Chief Compliance OfficerCRD 4067774
Contacts
2 of 2
David Kenny
Head of TradingCRD 2420985

Shawn Hockaday
Head of OperationsCRD 2882891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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