Sailesh Baldev Katara
Investment adviser representative at Tappalpha
21 yearsExperience
1 stateRegistered in
$386MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- TappalphaSep 2023 to now
- Tapp Finance, Inc.Feb 2023 to now
- UnemployedNov 2022 to Jan 2023
- Headlight Technologies, Inc.Sep 2005 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Tappalpha
Legal name: Tapp Finance, Inc.
$386MAssets managed
4Clients
1Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7792308
- Firm CRD
- 327980