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 is registered with the SEC as of 2022. FINTRX classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and an individual. The dataset flags the firm as not a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser. Available disclosures are minimal: the firm’s specific advisory activities, fee structure and client segments are not detailed in the provided records.

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
  • Joshua Symonds

    Customer ServiceCRD 3133876

  • Shawn Hockaday

    Shawn Hockaday

    Head of OperationsCRD 2882891

  • Arthur Osman

    Arthur Osman

    Registered RepresentativeCRD 2810418

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