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Gurkan Tapa

TAPA PRIVATE WEALTH
KEY WEST, FL
·CRD# 8135159·1 year experience

Professional Summary

Gurkan Tapa is a registered financial advisor currently at TAPA PRIVATE WEALTH INC. located in Key West, Florida. Gurkan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gurkan has worked at 1 firm and has passed the Series 65 and Series 3 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.

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Contact Information

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

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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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

TAPA PRIVATE WEALTH INC.·CRD# 337994
RIA
422 Fleming St, Key West, FL 33040
October 9, 2025 - Present

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Current Firm

TP
TAPA PRIVATE WEALTH INC.

TAPA PRIVATE WEALTH INC.

CRD#: 337994
Florida
Registered Investment Advisory firm - Florida (10/9/2025 Approved)

Contact Information

Main Address

422 Fleming St, Key West, FL 33040

Mailing Address

1200 4th St Pmb 709, Key West, FL 33040

Phone Number

(305) 767-3870

# of Employees

1

Documents

Latest Form ADV
0

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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.

I am currently engaged in an outside business activity that is investment-related. I serve as a Tax Planner and preparer and Vice President of Elite Consulting LA. My relationship with the firm began in July 2023. The nature of the business involves providing bookkeeping, tax preparation, and strategic tax consulting services for individuals and businesses. In my role, my duties include preparing and filing tax returns, developing tax strategies, and, as an Enrolled Agent, representing taxpayers before the IRS. I devote approximately 60 hours per month to this activity, with approximately 60 of those hours occurring during securities trading hours.

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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
Florida
(10/9/2025)

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 Jul 2025About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Aug 2026About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Gurkan Tapa's CRS (Customer Relationship Summary).

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