AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
TT

Tunc Tanin

TANIN, TUNC
CAMBRIDGE, MA
·CRD# 4996984·21 years experience

Professional Summary

Tunc Tanin is a registered financial advisor currently at TANIN, TUNC located in Cambridge, Massachusetts. Tunc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tunc has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
View profile
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Years of Experience

21 years in the financial services industry

Current & Past Employments

Current

TANIN, TUNCCurrent·CRD# 170512
RIA
45 Prospect Street 5th Floor, Cambridge, MA 02139
June 17, 2014 - Present

Past

NYLIFE SECURITIES LLCPast·CRD# 5167
BD
Waltham, MA
August 15, 2005 - October 14, 2013

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Current Firm

TT
TANIN, TUNC

TANIN, TUNC

CRD#: 170512
Massachusetts
Registered Investment Advisory firm - Massachusetts (6/17/2014 Approved)

Contact Information

Main Address

45 Prospect Street 5th Floor, Cambridge, MA 02139

Phone Number

(781) 974-2137

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

83

AUM (Assets Under Management)

$15,632,650

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT SELLING AND SERVICING LIFE INSURANCE, HEALTH INSURANCE AND DISABILITY INCOME INSURANCE. APPROXIMATELY 20 HOURS A WEEK. TAX PREP SERVICES; NON-INVESTMENT RELATED; CAMBRIDGE, MA; TAXES; 2 HRS/WK IRIS KINETICS, INC - NON-INVESTMENT RELATED - BOSTON, MA; HIGH-TECH FINANCIAL COMPANY - CFO - 01/01/2026 - 8 HRS/WK

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(6/17/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2005About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2005About the Series 6 exam

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Tunc Tanin's CRS (Customer Relationship Summary).

Similar Advisors

Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
HS
Heather A Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BURLINGTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#