TE Advisors LLC

RIASEC RegisteredEst. 2025
Total AUM
$10.7K
Discretionary
$10.7K
100% of AUM
Avg account
$824
Accounts
13
Employees
5
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

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

Asset composition

Asset composition: Other 81%, Cash & Cash Equivalents 19%81%
  • Other81%
  • Cash & Cash Equivalents19%

Owners & executives

2 of 2
  • Tosin Osunsanya

    Founder & CEOCRD 3117458

  • Patti Almanza

    Patti Almanza

    Chief Compliance OfficerCRD 4067774

Contacts

2 of 2
  • David Kenny

    David Kenny

    Head of TradingCRD 2420985

  • Shawn Hockaday

    Shawn Hockaday

    Head of OperationsCRD 2882891

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