TAPP ENGINE SECURITIES

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
10
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 shows SEC registration in 2022. Public filings and the FINTRX snapshot provide very limited disclosure about the firm's advisory activities and client focus. Ownership is indicated as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot and does not report being a multi-state adviser, a pension consultant, or a related adviser. The firm does not identify itself as an active ESG investor. No detail on fee schedules, advisory services, target client segments, or specific investment approaches was provided in the source material.

Assets & Accounts

Investments & Alternatives

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 9
  • JOEL VANOVITCH

    Head of Business DevelopmentCRD 5516355

  • ELI WISHNIVETSKI

    Managing MemberCRD 4424907

  • SHAWN HOCKADAY

    Head of OperationsCRD 2882891

Unlock 6 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth