GT
Gurkan Tapa
TAPA PRIVATE WEALTH
KEY WEST, FL 33040
Some features on this profile are disabled
CRD#: 8135159
GT
Gurkan TapaTAPA PRIVATE WEALTH
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
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gurkan Tapa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 9, 2025 - Present
TAPA PRIVATE WEALTH INC.
Office #1: 422 Fleming St, Key West, FL 33040RIA
CRD#: 337994
KEY WEST, FL
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.Highlighted states indicate IAR registrations
IAR
Florida(10/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TP
TAPA PRIVATE WEALTH INC.
TAPA PRIVATE WEALTH INC.
CRD#: 337994 / SEC#:
Florida
Registered Investment Advisory firm - (10/9/2025 Approved)Loading...
Contact information
Main Address
912 Drew Street Ste 202, Clearwater, FL 33755
Mailing Address
Phone number
(646) 662-7061
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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.
