Tasha Mauss has been Principal of Samara Investment Management since March 2021, is a control person of the firm and directly owns 75% or more of it.
Samara Investment Management, LLC is a Beaverton, OR firm with $123M under management, 94 clients and 2 advisers in one office, as of its March 2026 filing.
Tasha Mauss’ longest registration was 4 years at Unionbanc Investment Services, LLC (2012–2017). Before joining Samara Investment Management in 2025, Tasha Mauss was registered through Strategic Wealth Partners, LTD. and Tru Independence Asset Management, LLC.
- Strategic Wealth Partners, LTD.– · 4 yearsLake Oswego, OR · Adviser representative · Firm CRD 148586
- Tru Independence Asset Management, LLC– · 4 yearsPortland, OR · Adviser representative · Firm CRD 168256
- Unionbanc Investment Services, LLC– · 4 yearsPortland, OR · Adviser representative · Firm CRD 14455
- Key Investment Services LLC– · 2 yearsTroutdale, OR · Adviser representative · Firm CRD 136300
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearPortland, OR · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Tasha Mauss is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2025.
- OregonSince 25 July 2025
- TexasResidentSince 27 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 December 2008 |
| Series 7 | General Securities Representative Examination | 2 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tasha Immacolata Mauss
- CRD
- 5373393
- Firm
- Samara Investment Management · CRD 336178
- Role
- Principal
- Office
- 8625 SW CASCADE AVE, SUITE 506, Beaverton, OR 97008
- Registration
- Investment adviser registration
- In the industry since
- December 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Tasha Mauss work?
Tasha Mauss has been Principal of Samara Investment Management, LLC since March 2021, and is a control person of the firm.
Is Tasha Mauss a financial advisor?
Yes. Tasha Mauss has a current investment-adviser registration in Oregon and Texas, through Samara Investment Management since July 2025.
How many years of experience does Tasha Mauss have?
Tasha Mauss has 17 years in the financial industry, since December 2008, across 6 adviser firms.
What exams has Tasha Mauss passed?
Tasha Mauss has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2008. FINRA credited Tasha Mauss with the SIE, which began in October 2018.
Where did Tasha Mauss work before Samara Investment Management?
Before Samara Investment Management, Tasha Mauss was registered through Strategic Wealth Partners, LTD., May 2021 to July 2025; Tru Independence Asset Management, LLC, February 2017 to June 2021; Unionbanc Investment Services, LLC, August 2012 to March 2017; Key Investment Services LLC, August 2009 to August 2012; Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2008 to February 2009.
Where is Tasha Mauss based?
Tasha Mauss’ registered office is in Beaverton, OR.
Is Tasha Mauss registered with FINRA?
No. Tasha Mauss has no current broker registration.
How can I verify Tasha Mauss’ record?
Search CRD 5373393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tasha Mauss’ full registration record.