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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-11-2010
- Office Locations
- 1
Office Locations
About Tamar Securities, LLC
Tamar Securities, LLC provides discretionary investment management and planning, with global asset-allocation programs spanning fund-of-funds, ETF fund-of-funds, individual equities, and fixed income emphasizing discounted, high-grade tax-exempt and taxable municipal bonds. The firm also offers financial and estate planning, and operates a turnkey municipal bond platform with same-day allocation. Includes Firefighters United, serving the firefighter community; custody available via Charles Schwab.
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Custodian
Investment Themes
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Services
Owner & Executives
AMIT RAZ STAVINSKY
Chief Executive Officer, Managing Director, Managing Member
- CRD
- #2255541
- Ownership
- 75% or more
VINA AILEEN FERIA FARRALES
Chief Compliance Officer
- CRD
- #2551459
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MARK ANTHONY BENAVIDES
Financial Advisor
- CRD
- #6251508
Joseph Craig Estes Jr.
Senior Financial Advisor
- CRD
- #7069458
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,521,678,938 | $224,702 |
| Non-Discretionary | $0 | -- |
| Total | $1,521,678,938 | $224,702 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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