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 organized as a limited liability company and appears in SEC registration records with an effective year of 2022. Filings characterize ownership as a mix of a domestic entity and an individual. The firm is listed as unclassified and is not identified as a capital allocator or an active ESG investor. It is also not reported as a multi-state adviser, pension consultant, or related adviser. Publicly available profile fields for client base, fee arrangements, business activities and advisory services are blank or not disclosed, which leaves the firm's target client types and service model unclear from the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth