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TA REALTY LLC

BOSTON, MA · CRD 108586 · IAPD ↗ · tarealty.com · (617) 476-2700

$1.48BRegulatory AUM
88Advisory reps
152Employees
23Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — TA REALTY LLC grew from 83 to 88 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
82
April 2024 — TA REALTY LLC grew from 73 to 85 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.