Daniel Shalom Itzhaki
Investment adviser representative at Tamar Securities, LLC
13 yearsExperience
2 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
13 years in the industry.
- California State University, NorthridgeAug 2020 to now
- Tamar Securities, LLCApr 2020 to now
- Moorpark CollegeAug 2017 to Aug 2020
- Li Investments, LLCAug 2017 to Dec 2019
- Yeshiva University High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7247396
- Firm CRD
- 153991