Shay Tahar has been an investment adviser representative at American Money Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
American Money Management, LLC is a Rancho Santa Fe, CA firm with $844M under management, 832 clients and 11 advisers across 5 offices, as of its March 2026 filing.
- – present · 2 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 115357
Investment adviser representative registrations
Shay Tahar is registered as an investment adviser representative in California, since October 2024.
- CaliforniaSince 3 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7992483
- Firm
- American Money Management · CRD 115357
- Office
- 14249 RANCHO SANTA FE FARMS ROAD, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Shay Tahar work?
Shay Tahar is an investment adviser representative registered through American Money Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Shay Tahar a financial advisor?
Yes. Shay Tahar has a current investment-adviser registration in California, through American Money Management since October 2024.
How many years of experience does Shay Tahar have?
Shay Tahar has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Shay Tahar passed?
Shay Tahar passed the Series 65 in August 2024.
Where is Shay Tahar based?
Shay Tahar’s registered office is in Rancho Santa Fe, CA.
Is Shay Tahar registered with FINRA?
No. Shay Tahar has no current broker registration.
How can I verify Shay Tahar’s record?
Search CRD 7992483 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shay Tahar’s full registration record.