Tapp Engine Securities

Broker-DealerFINRA Member
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 lists ownership as a combination of a domestic entity and an individual. The firm’s public profile is sparse: it is categorized as unclassified and the available metadata indicates it does not identify itself as a capital allocator, an ESG-focused investor, a multi-state advisor, a pension consultant, a related adviser, or a newly formed adviser. There are no disclosed details about the firm’s client segments, fee arrangements, specific business lines, or advisory activities in the source material. That lack of operational detail limits what can be said about its target clients, service model, or investment positioning.

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

FINTRX

Contacts

FINTRX

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