Tamara L. Witham
Professional summary
Tamara Lynn Witham, CFP®, who also goes by Tamara Lynn Vendig, Tami Vendig, Tami Witham, is a registered financial advisor currently at GREENLIFE ADVISORS, LLC located in Harrison, New York.
Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Tamara has worked at 7 firms and has passed the Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tamara Lynn Witham's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
February 3, 2021 - Present
GREENLIFE ADVISORS, LLC
Office #1: 500 Mamaroneck Avenue 4th Floor, Harrison, NY 10528January 27, 2011 - September 10, 2012
GFO ADVISORY SERVICES, LLC
November 7, 2008 - November 17, 2009
GOLDMAN SACHS & CO. LLC
October 4, 2001 - April 27, 2006
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
June 21, 1996 - March 13, 2001
BANC OF AMERICA SECURITIES LLC
September 17, 1993 - August 18, 1994
UBS SECURITIES LLC
August 24, 1992 - September 9, 1993
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2021)
Exams
Current Firm
GREENLIFE ADVISORS, LLC
CRD#: 296885 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 12,665,013 |
Red Flags
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