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TAPP ENGINE ADVISORS LLC

QUINCY, MA · CRD 311303 · IAPD ↗ · 617-221-6545

$15Regulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2025 — TAPP ENGINE ADVISORS LLC (QUINCY, MA) left the SEC roster (was $15 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
March 2024 — TAPP ENGINE ADVISORS LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — TAPP ENGINE ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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