Shaun M Tarzy
Investment adviser representative at Alphastar Capital Management
17 yearsExperience
3 statesRegistered in
$2.5BFirm assets
15 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Alphastar Capital Management, LLCAug 2018 to now
- Wealthcare FinancialApr 2016 to now
- MML Investors ServicesAug 2009 to Aug 2018
- Massmutual Life Insurance CompanyAug 2009 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 5694211
- Firm CRD
- 157423