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Tamir Shabat

Investment adviser representative at Vcp Financial LLC
13 yearsExperience
6 statesRegistered in
$142.6MFirm assets
8 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

13 years in the industry.

  1. Vcp Financial LLCMay 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004

State registrations

Registered as an investment adviser representative in 6 states (CA, LA, NJ, NY, OH, TX).

Vcp Financial LLC

$142.6MAssets managed
411Clients
4Advisers
8 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
4799909
Firm CRD
167901
Advisor's SEC record (opens in a new tab)
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