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Tamara Fears

CAPITAL CONNECT
VERO BEACH, FL
·CRD# 2621168·30 years experience

Professional Summary

Tamara Fears, who also goes by Tamara A. Fears Ms., Tamara Alexandra Fears, Tamara Fears, is a registered financial advisor currently at CAPITAL CONNECT, LLC located in Vero Beach, Florida. Tamara is registered as a RR (Registered Representative) and started their career in finance in 1996. Tamara has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 55 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tamara A. Fears Ms., Tamara Alexandra Fears, Tamara Fears

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

CAPITAL CONNECT, LLC·CRD# 329399
BD
Vero Beach, FL
August 5, 2024 - Present
HOLLISTER ASSOCIATES, LLC·CRD# 173366
BD
Mount Pleasant, SC
July 1, 2020 - August 5, 2024
OCP CAPITAL, LLC·CRD# 143381
BD
Wellington, FL
July 30, 2015 - December 2, 2019
MORGAN STANLEY DISTRIBUTION, INC.·CRD# 30344
BD
Greenwich, CT
April 13, 2007 - February 10, 2009
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
New York, NY
August 3, 2000 - May 4, 2005
WILLIAMS TRADING LLC·CRD# 43678
BD
Westport, CT
March 3, 2000 - July 17, 2000
ALFRED BERG, INC.·CRD# 40535
BD
New York, NY
May 15, 1998 - June 22, 1998
ABN AMRO INCORPORATED·CRD# 15776
BD
Stamford, CT
August 29, 1997 - August 31, 1999
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
February 27, 1996 - July 10, 1997

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Current Firm

CC
CAPITAL CONNECT, LLC

CAPITAL CONNECT FL, LLC | CAPITAL CONNECT, LLC

CRD#: 329399 / SEC#: 8-71196
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

191 Silver Moss Drive, Vero Beach, FL 32963

Mailing Address

191 Silver Moss Drive, Vero Beach, FL 32963

Phone Number

(646) 265-2400

Established

Wyoming since 10/18/2023

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (35 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
OLSEN, CHRISTOPHER NOLANCEO/CCO3269364
CARTER, ANA ROUMENOVACFO/FINOP4424794

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New York
(8/5/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2015About the Series 7 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Jan 1999
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Tamara Fears's CRS (Customer Relationship Summary).

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