Shay Tahar
Investment adviser representative at American Money Management, LLC
12 yearsExperience
1 stateRegistered in
$844MFirm assets
24 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- American Money Management, LLCJun 2024 to now
- Trader Joe'sJun 2023 to Jun 2024
- Full-time EducationAug 2022 to Jun 2024
- Cali CampJun 2021 to Aug 2023
- Coastline_dc IncJan 2017 to Mar 2020
- Full-time EducationAug 2014 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
American Money Management, LLC
$844MAssets managed
832Clients
11Advisers
24 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
- 7992483
- Firm CRD
- 115357