AS
Amit R. Stavinsky
TAMAR SECURITIES
Woodland Hills, CA 91364
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CRD#: 2255541
AS
Professional summary
Amit Raz Stavinsky is a registered financial advisor currently at TAMAR SECURITIES, LLC located in Woodland Hills, California and PURSHE KAPLAN STERLING INVESTMENTS located in Woodland Hills, California.
Amit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Amit has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) TAMAR SECURITIES, LLC; RIA INVESTMENT RELATED; 22466 Ventura Blvd, Woodland Hills, CA 91364. CHIEF EXECUTIVE OFFICER/MANAGING DIRECTOR-INVESTMENTS; 6/11/2010; DEVOTES 160 HOURS PER MONTH SPENT DURING SECURITIES TRADING HOURS; PROVIDES INVESTMENT ADVISE PRETAINING TO FIXED INCOME AND EQUITY SECURITIES. 2) BRIGHTON ADVISORY GROUP; NOT INVESTMENT RELATED; 15928 VENTURA BLVD #204 ENCINO, CA 91436; INSURANCE/ESTATE PLANNING; PRESIDENT; START DATE 11/15/2010; 10 HRS/MONTH; 10 HRS/MONTH DURING SECURITY HOURS; REVIEW ESTATE ASSETS, WILLS & TRUSTS AS WELL AS INSURANCE NEEDS. 3) FIXED INSURANCE SALES - VARIOUS CARRIERS; STARTED 01/2014; 4 HRS PER MONTH, 0 DURING TRADING; SELL LIFE INSURANCE & LONG-TERM CARE INSURANCE; 4) OPI; WOOD RANCH INVESTOR FUND 2014 L.P.; COMMITMENT DATE 01/2014; PRIVATE ENTITY; 5)Tamar Investments. Investment Related. 22466 Ventura Blvd, Woodland Hills, CA 91364. Rental Property. General Partner. Start 10/2019. 4 hours per month not during trading. Supervising proper management of the building. 6) Stavinsky Investments, LLC; Wood Ranch Northridge, LLC, Wood Ranch Thousand Oaks, LLC, Wood Ranch Manhattan Beach, LLC, Wood Ranch Valencia, LLC, Wood Ranch Arcadia, LLC, Wood Ranch Cerritos, LLC, Wood Ranch San Diego, LLC, The Grove, Wood Ranch Rancho Santa Margarita, LLC, Wood Ranch Irvine, LLC, and Wood Ranch Corona, LLC; Investment-Related; 22466 Ventura Blvd, Woodland Hills, Ca 91364. Wood Ranch addresses are in the cities named in the LLC above; The Wood Ranch Investments are all in casual dining; I'm a passive general partner in all but the Wood Ranch Investments whereby I'm only a limited partner; 0 hours per month during securities trading hours and non-trading hours; Reviewing financial statements and getting brief updates of the investments. 7) PASSIVE INVESTMENT IN WOOD RANCH BBQ & GRILL; INVESTMENT RELATED; WOOD RANCH BBQ & GRILL, 28632 ROADSIDE DRIVE #100 ASPEN HILLS, CA 91301; RESTAURANT CHAIN; PASSIVE INVESTOR; START DATE 5/1998; 0 HRS/MONTH; 0 HRS/MONTH DURING SECURITIES HOURS; PASSIVE INVESTOR, RECEIVES DIVIDENDS/ROI. 8) GAPA, LLC; PASSIVE INVESTMENT; REAL ESTATE DEVELOPMENT; START DATE: 09/11 9) Tamar Securities, LLC dba Fire Fighters United Financial Services- Investment related- DBA of Tamar Securities LLC (RIA)- 22466 Ventura Blvd, Woodland Hills, CA 91364-1/2017-160 hrs/mth-100% during trading hrs-DBA for branding purposes. 10) Tamar Securities, LLC dba 911 Financial Services-Investment related- DBA of Tamar Securities, LLC (RIA)- 22466 Ventura Blvd, Woodland Hills, CA 91364. Start 1/2017. 160 hrs/mth-100% during trading hrs-The DBA, is for branding purposes.
CRS (Client Relationship Summary) - RIA
Click below to view Amit Raz Stavinsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2020 - Present
TAMAR SECURITIES, LLC
Office #1: 22466 Ventura Boulevard, Woodland Hills, CA 91364RIA
CRD#: 153991
Woodland Hills, CA
Current
June 11, 2010 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 22466 Ventura Blvd, Woodland Hills, CA 91364BD
CRD#: 35747
Woodland Hills, CA
Past
June 11, 2010 - December 31, 2019
TAMAR SECURITIES, LLC
RIA
CRD#: 153991
WOODLAND HILLS, CA
Past
January 3, 2003 - July 1, 2010
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
LOS ANGELES, CA
Past
January 3, 2003 - July 1, 2010
OPPENHEIMER & CO. INC.
BD
CRD#: 249
LOS ANGELES, CA
Past
July 8, 1997 - January 3, 2003
CIBC WORLD MARKETS CORP.
RIA
CRD#: 630
LOS ANGELES, CA
Past
January 22, 1996 - January 3, 2003
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
NEW YORK, NY
Past
August 12, 1992 - January 26, 1996
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TS
TAMAR SECURITIES, LLC
911 FINANCIAL SERVICES | TAMAR SECURITIES, LLC | TAMAR INSURANCE SOLUTIONS | FIREFIGHTERS UNITED FINANCIAL SERVICES
CRD#: 153991 / SEC#: 801-71532
RIA
Registered Investment Advisory firm - (6/11/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/26/2013)
RR
California(6/11/2010)
IAR
California(1/6/2020)
RR
Colorado(6/11/2010)
RR
Florida(6/11/2010)
RR
Louisiana(10/11/2013)
RR
Massachusetts(6/11/2010)
RR
Nevada(3/2/2011)
RR
New Jersey(11/27/2012)
RR
New York(6/11/2010)
IAR
New York(1/3/2025)
RR
North Carolina(10/11/2013)
RR
Texas(6/11/2010)
IAR
Texas(1/3/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TS
TAMAR SECURITIES, LLC
911 FINANCIAL SERVICES | TAMAR SECURITIES, LLC | TAMAR INSURANCE SOLUTIONS | FIREFIGHTERS UNITED FINANCIAL SERVICES
CRD#: 153991 / SEC#: 801-71532
RIA
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Contact information
Main Address
22466 Ventura Boulevard, Woodland Hills, CA 91364
Mailing Address
Phone number
(818) 914-7460
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (20 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 6,262 |
| AUM (Assets Under Management) | $ 1,302,372,142 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
