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Amit Raz Stavinsky

Investment adviser representative at Tamar Securities, LLC
16 yearsExperience
3 statesRegistered in
$1.5BFirm assets
16 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Tamar Securities, LLCJun 2010 to now
  2. Pursche Kaplan SterlingJun 2010 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 3 states (CA, NY, TX).

Tamar Securities, LLC

$1.5BAssets managed
4,219Clients
16Advisers
16 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
2255541
Firm CRD
153991
Advisor's SEC record (opens in a new tab)
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